The Benefits of SIPP
FOR PRIVATE INVESTORS

  • Most profits, interest or gains made by the Fund are exempt from Taxation.
  • No minimum contribution or need to maintain a specific level of contribution.
  • Capital tied up in previous pension schemes is transferable - enhancing the flexibility and investment scope of your Fund.
  • You may manage your own investments.
  • You may choose to use part of the Fund to purchase Commercial Property from which your business trades.
  • On resale the property would be free from Capital Gains Tax.
  • In the event of your death, the full value of the Fund may be passed to your dependants outside your Estate - avoiding Inheritance Tax.
  • You take benefits at any age between 55 and 75 without the need to retire.
  • You may take benefits direct from the fund and defer buying an Annuity.
  • In the event of death whilst taking benefits, the residual Fund would be passed to your dependants.