Working with your clients with a US connection
July 17, 2019
In our blog, we looked at how many providers struggle with clients who have accumulated UK pension benefits but who …
Latest news
This page will be regularly updated by the staff at IPM with latest news in regards to SIPPs and legislative changes, any announcements in relation to our company and the occasional light hearted look at some of the going’s on at IPM.
How IPM can help your overseas pension clients
July 17, 2019
As the world gets smaller and our client base matures, we’re increasingly looking after clients who no longer live in …
Death benefits, SIPPs and the tax advantages – a case study
June 17, 2019
We’ve already looked this month at how death benefits are treated in a SIPP and the estate-planning advantages. To help …
Everything you need to know about death benefits and SIPPs
June 17, 2019
When clients think about passing an inheritance down to their children and grandchildren, their first thought is often about property …
SIPP property purchase: Six traps to avoid
May 16, 2019
Property remains one of the most popular investments held in IPM SIPPS. At the time of writing, we own 922 …
IPM shortlisted for prestigious award
May 15, 2019
We are delighted to announce that IPM has been shortlisted in the best SIPP provider category at the 2019 Investment …
