The Process

Initial Consultation

An initial, no-obligation consultation is arranged between you and one of Zero Tax Property’s experienced Advisors to establish the viability of the process, specific to your circumstances.

Implementation

Once the roadmap has been determined at the initial consultation, the Zero Tax Property team begin the implementation of your bespoke plan.

Set-Up the Structure

The expert Zero Tax Property team work with you to structure your account into the appropriate pension format to enable acquisition of your property.

Find The Property

Working with our property partners, we source the right property, at the right price, with the right yield for you.

Fund The Property

Using equity in your retirement account (plus any borrowings from specialist lenders, that may be applicable), Zero Tax Property acquire the chosen property.

The KEY point for you here is that your pension fund owns the KEY to the property. Zero Tax Property does not own or control your money or the property

Completing The Purchase

Zero Tax Property will work closely with you and relevant third parties (legal teams, quantity surveyors, refurbishment experts, specialist lenders, etc.) to expedite the completion of the purchase.

Finalise Cashflow

Zero Tax Property will then on-board your tenants and ensure cashflow starts passively accumulating in your retirement account.

Important Information

Zero Tax Property is a brand used by Walfrid Private to describe pension-based property strategies that may allow rental income and capital growth to accumulate within an approved pension arrangement without immediate income tax or capital gains tax, subject to Revenue rules.

Property investment carries risk. Capital values may fall as well as rise. Rental income is not guaranteed. Property selection is not a regulated financial service.

Tax treatment depends on individual circumstances and may change in the future. We recommend that you seek independent tax advice from a qualified advisor to ensure your specific circumstances are fully considered.

“Warning: The provision of this service does not require licensing, registration or authorisation by the Central Bank of Ireland, and as a result is not covered by Central Bank of Ireland rules designed to protect consumers or by a statutory compensation scheme.”

Walfrid Private:

Walfrid Private provides regulated advice in relation to pension structures and retirement planning. Walfrid Private is regulated by the Central Bank of Ireland.