Momentum US SIPP


Designed for US expatriates, or US residents, who want a UK registered pension scheme.  Our US SIPP ensures all tax and regulatory reporting requirements in both UK and US are adhered to.

Why Choose Momentum US SIPP?

  • Available for US expatriates and US residents
  • Fully compliant with all US tax and regulatory reporting requirements
  • Your appointed professional adviser will be a firm regulated in the country you are resident and who is able to guide you on your pension options.
  • The ability to hold assets that are appropriate for US clients, yet meet the key Regulatory requirements in the UK and the US.
  • The appointment of Professional Trustees to safeguard and administer your assets in line with the appropriate regulations.
  • Flexible withdrawals in line with UK Pension legislation.
  • Fixed and transparent pricing.
  • Pension drawdown available from Age 55 onwards.


Investment Options Available

Your SIPP can be invested in any of the following:

  • UK quoted stocks, shares, gilts and debentures;
  • Shares quoted on the Alternative Investment Market (AIM);
  • Stocks and shares traded on a recognised overseas stock exchange;
  • Futures and options relating to shares quoted on a recognised stock exchange;
  • Hedge funds;
  • Bank and building society accounts;
  • Unit trusts, investment trusts and OEICs;
  • Insurance company funds; and
  • The SIPP gives you the freedom to appoint an authorised investment adviser or manager, or alternatively to manage the investments yourself.

SIPP Investments...