2 useful examples of “carry forward” and pension tax relief in action
January 25, 2022
In an earlier article you read useful information about contributions to SIPPs, the tax benefits, and other areas to consider …
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 to use “carry forward” to maximise your client’s pension tax relief (and deal with Annual Allowance issues)
January 25, 2022
As we enter a new year, January is usually a busy month for IPM. We see an increase in contributions …
IPM improves service with new electronic signature process
December 13, 2021
We are pleased to confirm that, during 2022, we will be introducing electronic signatures for our paperwork. Working alongside renowned …
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 …
5 types of client that can really benefit from the IPM SIPP
November 23, 2021
We have recently put together a guide to the IPM SIPP, which showcases some of the areas we feel the …
Your complete guide to the IPM SIPP
November 23, 2021
As a bespoke SIPP provider, we help the clients of advisers and planners across the UK. One of the first …