Self Invested Pension Plan – SIPP's - Willu Invest


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    A SIPP is one of the most tax efficient ways of saving for your retirement. Like all pensions, a SIPP offers up-to 45% tax relief on all contributions with no UK Capital Gains Tax to pay or UK income tax to pay. Of course, the benefits depend on your individual circumstances and tax rules are subject to change by the UK government.

    You will get all the benefits of the WillU Advisory Service but it can be incorporated within your SIPP. We work closely with Raymond James who supports a number of SIPP providers.

    WillU be suitable?

    If you have a SIPP, or are opening a SIPP, looking for some guidance and advice on the stock market and wanting to utilise the benefits from being within a tax efficient wrapper, this could be the best way of giving your savings a real chance to grow over the long term. The general rule if you’re opening a new SIPP, is that you’re under the age of 75 which enables you to contribute to your SIPP, as much as you earn and receive tax relief each tax year.

    WillU Consider?

    SIPP’s are generally invested for the longer term. Once you have contributed your yearly allowance this is usually not accessible until you’re at least 55 (rising to 57 in 2028). From 55 you have the opportunity to make withdrawals, usually up-to 25% tax free and the rest taxed as income. There is generally no withdrawal limits, although something to consider is the fact this money needs to last the length of your retirement to maintain your standard of living.


    Please contact your Independent Financial Advisor to discuss your individual circumstances, to make sure you are make the right decision for your retirement.

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