Английская Википедия:Intelligent Money
Шаблон:Advert Шаблон:Infobox company
Intelligent Money is an investment management firm, personal pension provider and ISA Plan Manager,[1] based in Nottingham, authorised and regulated by the Financial Conduct Authority. The company provides risk management investment portfolios to its own private clients and also works with financial advisors, lawyers, accountants and charitable organizations.
History
The company was established in 2002 by founder and sole financier Julian Penniston-Hill.[2]
In 2012, Intelligent Money took over the running of leading French bank BNP Paribas's book of SIPP business.[3]
In March 2019, Intelligent Money stopped accepting Defined Benefit pension transfers into its SIPPs, though some other providers had already ceased accepting such transfers.[4]
Operations
Intelligent Money offers a range of managed investments, together with pensions, SIPPs and ISAs.
HMRC Court Case
In September 2023, Intelligent Money lost an appeal at the Upper Tribunal against HM Revenue & Customs (HMRC), in which Intelligent Money argued that Sipp fees are exempt from VAT. https://www.gov.uk/tax-and-chancery-tribunal-decisions/intelligent-money-limited-v-the-commissioners-for-his-majestys-revenue-and-customs-2023-ukut-00236-tcc
References
External links
