Please click on one of the headings below for more information.
Not all SIPP providers allow investment in unlisted shares, but we do at Hornbuckle Mitchell. Our criteria for a purchase have been established to avoid the potential tax consequences of investing in trading concerns.
It is essential to have open market valuations for unlisted shares for the purposes of general administration, including setting pension benefits, establishing borrowing limits and providing annual illustrations.
This page is a summary of HMRC's guidance on the meaning of Control, Controlling Directors and Associated Persons.
All statements are for general guidance only and are based on our understanding of current legislation. Whilst every effort has been made to ensure accuracy, no liability can be accepted for any errors or omissions.
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