01254 505031
info@holdenscs.co.uk
01254 505031
info@holdenscs.co.uk
Valuations for Self-Invested Personal Pensions (SIPP) or Small Self-Administered Schemes (SASS) are essential for determining the asset value of pension fund holdings or facilitating transfers. Our expert valuations provide accurate and compliant assessments, ensuring that pension trustees and beneficiaries can make informed decisions regarding their investments.
SIPP/SASS trustees require regulated, Red Book-compliant valuations to demonstrate accurate and fair asset values to HMRC and pension administrators.
HMRC requires annual valuations for pension-held property, plus ad-hoc assessments for acquisitions or member changes.
It must consider both market value and pension-specific factors like related party transactions.
Could trigger tax charges or compliance issues with HMRC/pension regulators.
Yes, including shops, offices, and regulated tenancy residential assets.
Our valuations strictly adhere to pension regulator requirements, ensuring your scheme meets all reporting obligations and avoids penalties.
Provides the certified valuation evidence needed for annual scheme accounts and regulatory filings.
Tracks investment performance over time, helping trustees assess if properties continue to meet pension objectives.
Enables informed choices about buying new pension properties or selling existing holdings at fair market value.
Prevents unauthorised payment charges (up to 55%) by ensuring accurate valuations for member transactions.
Recognised by all leading SIPP/SSAS providers for member transfers, drawdown calculations and scheme reporting.





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