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In specie SIPP transfer
SIPPowner
Posts: 1 Newbie
I own a SIPP with AJ Bell (trading name is Sippdeal) and I have been very happy with the service. However, I now want to transfer my shareholding in an unlisted company into my SIPP and AJ Bell do not offer this service, even with their Platinum SIPP. Is it still possible to make 'in specie' transfers to a SIPP and if so, can anyone recommend a low-cost SIPP which permits a)In specie transfers and b)holding unlisted company shares in the SIPP wrapper?
I only trade in my SIPP at most once per annum, so do not really require all the services which a bespoke SIPP can offer, but I am aware that I will have to pay higher fees in order to do what I want to do. Thanks.
I only trade in my SIPP at most once per annum, so do not really require all the services which a bespoke SIPP can offer, but I am aware that I will have to pay higher fees in order to do what I want to do. Thanks.
0
Comments
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Sippcentre maybe?0
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SIPPCentre does not allow investments within private (unquoted) companies.
I worked in the SIPP industry before I became an IFA.I am an independent financial adviser.
Certificate in Financial Planning & Investment Management Certificate
Do not take my words as gospel. My views are only based on the limited information contained in posts and does not constitute as advice.0
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