Fees for Investors
20 Member Syndicate 20 x £50k = £1m
| SIPP Fees |
£950
|
The individual S.I.P.P. set-up charge is £350 and there is an annual fee of £600 irrespective of the value of assetts held within your S.I.P.P. | |
| Investment Fees |
£2,125
|
3% initial charge. 1.25% per annum of the initial investment, Annual charge of 1.25% fixed for the first three years. | |
|
£3,075
|
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| Balance of cash in SIPP Bank Account |
£1,925
|
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|
£5,000
|
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| Total investment in property fund £45,000 | |||
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| Initial Set-Up Fees, Asset Aquisitions and Syndicate Agreement | |||
| Services | UHY Hacker Young | ||
| Goodman's Solicitor | |||
| MW Pensions Ltd | |||
| -3% | |||
| *Annual fees | UHY Hacker Young | ||
| MW Pensions Ltd | |||
| -1.25% | |||
|
*Capped at 1.25% of initial gross investment for 3 years. Annual fees will be maintained as a percentage of initial investment for the life of the plan. +£600 flat fee per S.I.P.P. per annum irrespective of rising fund value.* |
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20 Member Syndicate 50 x £20k = £1m
| SIPP Fees |
£950
|
The individual S.I.P.P. set-up charge is £350 and there is an annual fee of £600 irrespective of the value of assetts held within your S.I.P.P. | |
| Investment Fees |
£2,125
|
3% initial charge. 1.5% per annum of the initial investment, Annual charge of 1.5% fixed for the first three years. | |
|
£3,075
|
|||
| Balance of cash in SIPP Bank Account |
£1,925
|
||
|
£5,000
|
|||
| Total investment in property fund £45,000 | |||
|
|
|||
| Initial Set-Up Fees, Asset Aquisitions and Syndicate Agreement | |||
| Services | UHY Hacker Young | ||
| Goodman's Solicitor | |||
| MW Pensions Ltd | |||
| -3% | |||
| *Annual fees | UHY Hacker Young | ||
| MW Pensions Ltd | |||
| -1.5% | |||
|
*Capped at 1.5% of initial gross investment for 3 years. Annual fees will be maintained as a percentage of initial investment for the life of the plan. +£600 flat fee per S.I.P.P. per annum irrespective of rising fund value.* |
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