Less common investments.
We work hard to tailor our approach to meet your clients' needs. However we will need to carry out due diligence on each investment to ensure that it can be held in the pension scheme and that it should not give rise to tax charges.
Examples of less common investments we have allowed are:
No matter how flexible we make our plans, some assets – such as fine art, wine and residential property, known as taxable 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 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.