3 practical examples of how SIPP death benefits can be paid tax-efficiently
February 23, 2022
If you have a client with a SIPP, part of the advice you will provide will relate to what happens …
Category: Technical info
The top 10 questions you ask us about pension death benefits (and all the answers you need)
February 23, 2022
As we are sure all financial planners have discovered, talking to clients about how to deal with their assets in …
Important legislative changes and service improvements – your essential review of 2021
December 13, 2021
It’s been another turbulent year, with supply chain issues, Brexit and Covid-19 dominating the economic headlines. So, as is customary …
Death benefits and SIPPs – vital information you and your clients need to know
September 27, 2021
One of our clients sadly passed away recently. Once notified of a death, we work with the client’s adviser in …
How pension contributions could help mitigate the National Insurance rise
September 27, 2021
Employer contributions to pensions have been a longstanding feature of an individual’s remuneration package, even before the introduction of auto-enrolment …
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 …