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"Creating and Preserving Wealth"

Self Invested Personal Pensions

These are personal pension plans where the holder chooses direct investments such as shares, investment trusts, unit trusts, gilts or commercial property, rather than an insured fund with the insurance company. There are clear guidelines for permitted investments, and the sole objective must be to provide benefits for the plan holder. These must be taken between the ages of 50 and 75.

One of the key benefits of using a pension 'wrapper' to purchase commercial property(s) or shares is that on sale or disposal there are no capital gains tax or inheritance tax liabilities. Scheme borrowing is permitted to facilitate a property purchase. Two or more SIPP holders can band together for joint purchases.

  • SIPP Property Purchase
  • SIPP Phased Retirement
  • Income Drawdown

For more details of our services, please use the Contact Us section and state your requirements there.  We will then contact you to arrange for an initial discussion, at our expense, based on your circumstances.  Meanwhile, the following may provide a taster for you:

Real  Benefits™ Thoroughbred
   Wealth Management™ 		Forthcoming Events

- is a unique flexible employee benefits communication and management tool that will help your employees realise the value of their company benefits. It includes a highly secure internet based system that aggregates information from all of your company benefit providers, payroll systems and HR systems and then communicates with and educates your employees through customisable web pages.

- is a comprehensive service, designed to assist our clients in the creation and preservation of their wealth. The service is individual, personalised, and bespoke for each client, and works for and with individuals, companies, pension schemes and trusts. It is a focused approach to the management of our clients’ wealth.

- we run many seminars and workshops throughout the year, either at our own offices, at The Jockey Club in Newmarket, with carefully selected third parties or in a roadshow format at a location chosen for it’s ease of access and proximity to as many clients and like minded companies as possible. Please follow this link to see our current programme of events, and/or to book your attendance.

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Atkinson Bolton Consulting Ltd, is authorised and regulated by the Financial Services Authority and

is registered in England at Cheveley House, Fordham Road, Newmarket, Suffolk CB8 7XN, registration number 4127134 and VAT number 765637296.

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