Liberty SIPP

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SIPPs - a new source of capital for start-ups and SME companies

“A day” changes (6th April 2006) introduced a relaxation to certain regulations concerning the purchase of unquoted shares by registered pension schemes.

For the 1st time SIPPs have been able to purchase an unlimited amount of shares in unquoted companies from previously deemed connected “individuals”

Although HMRC have introduced regulations concerning taxable property Liberty SIPP (part of the Zeus Group) are helping directors/investors of SMEs to finance and re-finance companies using SIPP funds.

SIPP funds can be used to:

• Finance new start companies
• Re-finance existing companies via rights issues
• Use shares and in-specie pension contributions in lieu of cash and obtain income tax relief
• A combination of the above

Using SIPP monies gives clients new opportunities of obtaining capital at a time when established sources of capital are drying up.

Liberty differ from many established SIPP providers in that we understand the nature of business and are comfortable in dealing with clients who wish to look in depth at the possibilities that their SIPP funds provide.

About Liberty SIPP

Liberty are part of the Zeus Group and their raison d’être is to provide an alternative to what is currently available in the SIPP market. Working within the framework established by HMRC they use their technical knowledge to find solutions for their clients and their advisors to find the most effective way of utilising pension funds to invest in assets that are appropriate to their current and future needs.

Procedures

As previously mentioned, HMRC have certain regulations and procedures which we adhere to and we have constructed our own systems to accommodate such investments for our clients.

We would be happy to discuss individual cases with you and explain the technical logistics of using SIPP funds as a source of capital for your clients.

Please feel free to contact us on 01706 826 511 or send an email to .(JavaScript must be enabled to view this email address)

Jul 11, 2008