The Pointon York Family Trust (Family Trust) has been designed to provide families and close business associates with a sophisticated retirement and tax planning tool.
Features of the Family Trust:
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each Family Trust is individually registered with HMRC and tailored specifically to each member of the Family Trust.
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"cradle-to-grave" service for all elements of the scheme from a dedicated technical specialist.
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complete control over how the Family Trust is invested.
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offers flexible investment options.
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full retirement options including access to Scheme Pension - only available via the Family Trust.
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offers members the exclusive option of becoming a Trustee of the Family Trust, or to appoint a Corporate Trustee.
Below you will find the documentation that you require to open a SIPP with us , which provides more details on the Pointon York Family SIPP. Alternatively you can download a complete pack by visiting our Literature Library.
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Before you establish The Pointon York Family SIPP you should ensure you have read and understood the following documents below:-
For an application form and further information about the Pointon York Family Trust, please contact Catherine Christopher on 01858 419300 or email cchristopher@pointonyork.co.uk
When considering any form of retirement and/or financial planning we recommend you seek suitable professional advice. Information contained on this website should not be construed as advice.
For more information and assistance please contact us at enquiries@pointonyork.co.uk.