Self Invested Personal Pension (SIPP)

We work with a number of SIPP Trustees that provide our clients with a non-complex, cost effective and professional service. As a result you can take comfort that the vast array of products available to invest in within your Tax Efficient Wrapper.


With your SIPP you are able to invest within:

 UK and Foreign Equities
 Corporate Bonds
 Unit Trusts*
 Investment Trusts*
 Hedge Funds
 Commercial Property
 Commodities such as Gold
Key Benefits:
 Contributions to pensions automatically receive tax relief at 22% (Year ending 2013)
 Higher rate tax payers can claim a further 18% tax relief on the basic rate relief, giving total tax relief of 40% (Year ending 2013)
 Capital Gains Tax Exempt providing enhanced growth opportunities
 Assets held within the growth stage are free of Inheritance Tax (IHT)
 Start taking benefits anytime after the age of 55 with the ability to draw up 25% in one lump sum
 The ability to Carry Forward your Investment Allowance
 No requirement to buy an annuity
 Freedom of choice in selection of products
 Flexibility within the Pension to change investments at your discretion
 Transparency and Liquidity to view and change the investments held on your Platform
Please ask a member of our team for information regarding current contribution rates.



Other Information
  • Marshall Sterling Investment Management
  • 14 Hanover Street
  • Hanover Square
  • Mayfair, London, W1S 1YH
  • T: +44(0)845 86 23456
  • E:

© Copyright 2014, Marshall Sterling Investment Management Limited

Authorised and Regulated by the Financial Conduct Authority [FRN: 646917]