Alternative Investment Directory Ltd

Value Added Services

Liberty SIPP Ltd

Liberty SIPP Limited are specialist SIPP administrators who provide the most flexible and commercially aware SIPP offering currently available in the marketplace.

Liberty seek to work with IFAs to look at alternative investments for their clients. Liberty are able to provide their IFA customers with specialised technical input in order to ensure that if it falls within the allowable investment parameters, as prescribed by HMRC, that a workable solution can be found.

There are a number of areas in which they specialise, some are outlined below.

- Unquoted Shares - for the 1st time SIPPs have been able to purchase an unlimited amount of shares in unquoted companies from previously deemed connected “individuals”. Although HMRC have introduced regulations concerning taxable property Liberty are helping directors/investors of SMEs to finance and re-finance companies using SIPP funds.

SIPP funds can be used to:

• Finance new start companies

• Re-finance existing companies via rights issues

• Use shares and in-specie pension contributions  in lieu of cash and obtain income tax relief

• A combination of the above

Using SIPP monies gives provides new opportunities of obtaining capital at a time when established sources of capital are drying up.
Liberty differ from many established SIPP providers in that they understand the nature of business and are comfortable in dealing with clients who wish to look in depth at the possibilities that their SIPP funds provide.  

 -Property Purchase - with the current state of the property market there has possibly never been a better time to invest in commercial property – particularly with a SIPP! You could put your current property into your SIPP which could release cash or you could put it into your SIPP as a contribution and then get tax relief back from HMRC.

Liberty have developed a highly commercial and flexible property purchase product to give you a number of ways to get around the 50% gearing restriction which is the biggest barrier to making any purchase feasible.

A Unique Service

Liberty’s raison d’ętre is to provide an alternative to what is currently available in the SIPP market. Working within the framework established by HMRC they use their technical knowledge to find solutions for their clients to discover the most effective way of utilising pension funds to invest in assets that are appropriate to their current and future needs.

Liberty are part of the Zeus Group and are regulated by the Financial Services Authority.

For more information, contact John Fox, quoting ref The Alternative Investment Directory Ltd, at

Liberty SIPP Ltd
Suite 3
Havana House
Cuba Industrial Estate
Stubbins
Lancs
BL0 0NE

01706-826511
john@libertypensions.com