Other esoteric investments.
If your clients are disillusioned by traditional asset classes due to market volatility and uncertainty, we can help them take an alternative approach.
A genuine bespoke service
We work hard to tailor our approach to meet your client’s needs. Below are some examples of the non-mainstream assets that we have accepted within the Dentons self invested pension plans:
- Overseas commercial property
- Intellectual property rights, e.g. company trade marks
- Private Equity
- Venture Capital Trusts (VCT)
- Gold – held directly or via various funds
Many self invested pension providers state they offer arrangements for these non-mainstream investments as part of their portfolio. However, they will often put barriers in the way to prevent their inclusion. This may be extra cost, the requirement to use a selected panel of lenders or solicitors, or a statement that property bought jointly cannot be sold by one SIPP.
We remove those barriers, wherever possible.
No matter how flexible we make our plans though some assets – such as fine art, wine and residential property – are just NOT permitted.
That is, of course, unless the investments – such as residential property –meet the stringent rules of 'genuinely diverse vehicles' or meet criteria where an employee must occupy part of a property as a condition of their employment.
Please contact us for more information.
Please note: We will investigate each individual investment to check it is allowable against HMRC rules and to ensure that it will not be subject to a tax charge. We will not accept individual trading company unquoted overseas shares as we consider it too difficult and costly to assess acceptability initially and to obtain reliable future valuations.