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Morgan Lloyd, having already built up a substantial client base in the SSAS market, entered into the SIPP market in January 2011 by launching both the Qualitas & Directus SIPP. Morgan Lloyd is highly specialised in the area of Intellectual Property and has identified a product that works for business owners and their SIPP arrangements. Investment in Intellectual Property can create an alternative type of business funding for partnerships, solicitor’s practices, accountancy practices, etc, whilst creating a safe haven for tax efficient growth. By transferring Intellectual Property into a SIPP, it is protected from creditors and competitors and the client’s pension fund also receives a substantial investment return for the usage of the Intellectual Property.
We are seeking to educate business owners by optimising potential business funding and creating more flexibility with their SIPP. We also offer specialist technical backup ensuring that the scheme is administered in accordance with HMRC regulations. We aim to encourage clients to make their SIPP work for them enabling them to take optimal benefits upon retirement.
The Morgan Lloyd Qualitas SIPP is an evolutionary development in SIPP products that provides a framework in which more sophisticated pension holders can utilise the full range of allowable SIPP investments.
The Morgan Lloyd Directus SIPP is a basic SIPP product offering a value for money alternative where a client’s requirements are expected to be fairly straightforward. The Directus SIPP includes all traditional investment opportunities expected of a quality SIPP product.
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This information reflects the regulatory and taxation situation as it affects pensions at the time of publication in April 2017 and is provided to the best of our knowledge. It is not a complete representation of the pensions legislator landscape and is for guidance and information purposes only. We cannot be held responsible for any errors, omissions or subsequent legislative changes.
For further information on your pension scheme administered by Morgan Lloyd, or any enquiry, please do not hesitate to call and one of our team members will be happy to helpView more