Marshall Sterling

Self Invested Personal Pension

Tax Efficient Pension Planning

Who is Marshall Sterling Investment Management

Investments in SIPPs grow free from Income Tax and Capital Gains Tax.
You also get tax relief on your pension contributions.
Any money you invest in your SIPP will be topped up by 20% by the taxman, and higher or additional-rate taxpayers can claim back a further 20% or 25% respectively.
Tax relief is limited by your annual earnings and the pension annual allowance.

Children and people who don’t pay tax can also make pension contributions of up to £2,880 a year.
With basic-rate tax relief this will make a total contribution of £3,600 a year into the SIPP or other pension.

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.

Please note whilst we endeavour to keep the details provided on this site up to date, HMRC make changes to the rules from time to time which may not be immediately relfected herein. You should therefore check the details with HMRC or put in a request with a member of the Marshall Sterling team by phone or using the form on our contact page.

Please Note

Please ask a member of our team for information regarding current contribution rates.

SIPPs are not suitable for everyone. If you don’t want to invest across different asset classes or don’t think you will make use of the investment choices that SIPPs give you then a SIPP might not be right for you. Please contact us for guidance or advice if you are unsure whether a SIPP is right for you.
Please note Marshall Sterling does not offer advice on Pensions.

With your SIPP you are able to invest within:
  • Cash
  • UK and Foreign Equities
  • CFDs
  • Gilts
  • Corporate Bonds
  • Unit Trusts*
  • Investment Trusts*
  • Funds
  • Commercial Property
  • Futures
  • Options
  • Commodities such as Gold
Key Benefits
  • Contributions to pensions automatically receive tax relief
  • Higher rate tax payers can claim tax relief​
  • Capital Gains Tax Exempt providing enhanced growth opportunities
  • Assets held within the growth stage are free of Inheritance Tax (IHT)
  • Start taking benefits any time 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
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