Flexible and tax-efficient – Why SIPPs can be a great choice for intergenerational planning
April 12, 2021
March is typically a busy month for us at IPM. Like many in financial services, there is nothing like the …
Author: James Randall
2 case studies that illustrate the power of SIPPs when it comes to passing on wealth
April 12, 2021
The flexibility of death benefits from SIPPs not only presents a more tax-efficient way for these to be paid to …
Lifetime Allowance freeze set to impact many SIPP pension savers
March 17, 2021
Despite much speculation, this year’s Budget didn’t contain much that might affect a client’s pension. We’ve talked elsewhere about how …
2 practical ways a SIPP could help your clients deal with Corporation Tax changes
March 17, 2021
Each year the Budget is preceded with talk of a tax raid on pensions. Usually, these centre around the amount …
IPM retains prestigious five-star rating for fifth year in a row
February 16, 2021
Each year, Moneyfacts – the UK’s leading provider of financial data – undertakes an impartial assessment of the technical merits …
Vote in the Moneyfacts Awards and you could win a £150 voucher
February 16, 2021
Later this year, the Investment Life & Pensions Moneyfacts Awards will celebrate the great work that financial services companies across …