SIPPs

Is it possible to invest in an Overseas Property using my pension?

Yes, your purchase can be funded through a tax efficient SIPP (Self-Invested Personal Pension). A SIPP allows you greater control as to where your pension fund is invested.

Is this easy to set up?

Yes, the whole thing is much easier to set up than you might imagine.  However, we always suggest speaking to a pensions specialist to discuss your personal needs.

Are there benefits to investing this way?

Yes, many, you can for instance, add to the size of your SIPP pot and contributions into a SIPP attract tax relief up to 40% based upon your individual circumstances, so this can increase the amount of funds available to invest in a luxury Caribbean property. 

And there are many more benefits;

• No requirement for personal cash for your investment

• No Capital Gains Tax on property investments within a SIPP

• No dividends to be taxed on property investments in a SIPP

• Potential inheritance tax benefits

• A SIPP can be syndicated so two or more people can pool their pension funds to invest—ideal for husband and wife or group investment

 

How do I find out more?

We have arranged for you to speak directly to a specialist Pension Expert who will help guide you through the simple process of finding out how much you have available in your pension or pensions.  They will then deal with transferring any ‘frozen’ pensions from previous employment, business or from any other personal pension into your newly created SIPP.

Just complete the enquiry form below and we will get back to you as soon as possible to arrange your personal specialist consultation.