Call Us01858 419300

Latest News

The Pointon York Family Trust

Follow us on:

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:
 
  • each Family Trust is individually registered with HMRC and tailored specifically to each member of the Family Trust.
  • "cradle-to-grave" service for all elements of the scheme from a dedicated technical specialist.
  • complete control over how the Family Trust is invested.
  • offers flexible investment options.
  • full retirement options including access to Scheme Pension - only available via the Family Trust.
  • 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.

To open a PDF version of a document please click on the document you require. This will display the document for you to print or save it.

To view and print a PDF file you will need Adobe Acrobat Reader®. A free copy of this can be downloaded from www.adobe.com

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 detailed and technical information, please visit our Technical Centre.   
  

For more information and assistance please contact us at enquiries@pointonyork.co.uk.

Join our Email List

 

 

Join Our Email List
Email:

Pointon York House
Welland Business Park
Valley Way
Market Harborough
LE16 7PS

T
01858 419300
F
01858 419400
E
enquiries@pointonyork.co.uk

Web Design by 1PCS

Pointon York SIPP Solutions Limited is authorised and regulated by the Financial Services Authority.