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.