If you think your business IP may be a suitable investment to be held in your SIPP or SSAS and you are able to meet the criteria outlined below, please contact us to discuss this further.
Intellectual property (IP) can be a key business asset and covers the following:
Valuing IP can be difficult and is generally considered as the ‘strength of the IP in the marketplace and financial performance of the IP’.
The choice of valuation methodology will vary on a case by case basis depending on the type of IP asset that is being valued. Once the IP has been acquired by the pension, it must be revalued on a regular basis.
Before Dentons will consider IP to be held as an investment within a SIPP or SSAS, we will require the following information:
Dentons will only allow a maximum of 50% of the net market value of SIPP or SSAS assets to be used for the IP investment, which must have a minimum value of £100,000. Therefore, clients will effectively require a fund value above £200,000 for Dentons to consider the investment.
Whatever your retirement needs, one of our experts will be happy to discuss how we can help you achieve your goals.