RE: When to sell?7 Jan 2024 11:24
Paitech - I hold shares in my SIPP. This is what AJ Bell are saying...
"SIPP holders should note that unlisted shares are not SIPP eligible. Unlisted shares will be displayed within your portfolio at cost and will not be revalued except where this is required in relation to their holding within a registered pension scheme, i.e. at benefit crystallisation events, reviews and pension transfers (subject to change). In these circumstances, it may prove difficult to value the unlisted shares and, should this be the case, we reserve the right to commission a valuation and charge your SIPP for it."
So it looks a simmilar situation to an ISA when it comes to disposal.