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 …
Category: Technical info
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 …
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 …