September 2008
 

In this month's issue

Investing in Unquoted Shares within a SIPP

Taxation of Small Pension

Investing in Commercial Property through a SIPP

Protected Rights Update

And more...

Investing in Unquoted Shares within a SIPP.

Investing in Unquoted Shares within a SIPP has been possible since the change in legislation brought about on A-Day. This has proved an attractive proposition to many investors wishing to take advantage of the greater flexibility and tax advantages of a SIPP. Click here to watch our webcast


Taxation of Small Pensions

H M Revenue & Customs (HMRC) has now decided to start collecting PAYE Income Tax on small pensions of up to £1,500 per annum. Click here to read more.

Investing in Commercial Property through a SIPP

This is a particularly attractive option because the investment is held in a tax-free environment where rental income is not taxable and there is no liability to capital gains tax when the property is sold. Click here to read more. Click here to watch our webcast.

Also in this issue

Protected Rights Update

We are continuously seeking to enhance our offering to ensure we provide the best service and products to our clients. We are currently developing our systems to ensure we are able to accept transfers of protected rights within our Full SIPP product from the end of November 2008. We will be contacting you closer to the time to share the details of this proposition with you and we will also be posting details in our regular enewsletter.

Investing in Overseas Commercial Property

Occasionally, we are asked to purchase an overseas commercial property for a SIPP member. Click here to read more.

Change of Correspondence Address

All correspondence for our Dedicated Adviser Support and Member Servicing teams should now be sent to our Dundee office and not London. Click here for more details.

Useful Links

Product Literature Library | Pensions Technical Webcasts and hot topics | Adviser Centre Homepage

Unsubscribe | www.alliancetrust.co.uk/advisers

© Alliance Trust Savings 2000 - 2008