Charities and Pensions
We provide comprehensive investment management services on a discretionary and advisory basis for trustees of charities, SIPPs, SSASs and other pension plans.
SIPPs (Self-Invested Personal Pensions) are the fastest growing segment of the pension market. The TC SIPP is a bespoke private pension plan that allows you to retain full control of your investments. The scheme combines personal investment management with the well-known tax advantages applying to contributions and benefits at retirement. We can advise on all aspects of SIPPs.
We also advise trustees on their investment powers, objectives and policy, and where appropriate on investing legacies and bequests, either as separate funds or within general investment funds.
Our team of investment managers can advise trustees on investing in funds with an ethical or socially responsible focus.
Please read the following important information regarding our financial services.
Briefing Notes
- Charity Investments (Word Document) Effect of the 2005 Act
- Charity Investments (Word Document)