Self Invested Personal Pensions - SIPP

A SIPP is a sophisticated savings vehicle to make the most of your hard earned money as you work towards a long, active and prosperous future.

A SIPP offers freedom of investment and this combined with our impartial professional advice allows you to maximise risk adjusted returns, providing you with the money to fulfil your life ambitions.

Key Features of SIPP

• Contributions are tax efficient such that £600 can be worth £1,000 after benefiting from higher rate tax relief.
• You can transfer existing pensions into your SIPP.
• You can invest in any legal pension assets such as cash deposits, bonds, property, equity funds, shares, etc.
• Investment growth is tax efficient. e.g. no taxation on interest or rental receipts and no capital gains tax on disposal of assets.
• Flexible benefit structure to suit your lifestyle with income and tax free lump sums available normally available from age 55.

Our Service

• We provide impartial advice on the choice of SIPP.
• Ongoing investment advice aimed at maximising your risk adjusted returns.
• Ongoing advice so that you can enjoy the flexible, tax efficient benefit structure.
• We will not recommend a SIPP if it is deemed to be disadvantageous for whatever reason.

The Next Step

The most important thing for you as a potential SIPP investor is to select an adviser who has the relevant expertise and experience in this field and to be satisfied about his/her impartiality and level of remuneration. If you are satisfied about these two things, the rest tends to be plain sailing. To find out more about our firm and SIPP without any obligation whatsoever, please call us on 01993-846977 or complete the enquiry form.