Insight

Here, you will find our in-depth analysis on everything from the investment markets to wealth management. You can also see coverage of IPS Capital in the press.

All Firm News Investment Market Update Wealth

Pensions & inheritance — what the new IHT rules mean for your estate A commentary for clients approaching retirement

9 July, 2026

For the past two decades, pensions have occupied a uniquely privileged position in estate planning. Unlike most other assets, an unspent defined contribution pension pot… Read More

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The pension tax relief regime is under pressure What should you do now?

9 July, 2026

 A commentary for those approaching retirement Pension tax relief has been one of the most dependable tools in retirement planning for decades. You contribute to… Read More

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Treasury confirms 22% charge on cash interest in stocks and shares ISAs

9 July, 2026

The Treasury has confirmed that, from April 2027, interest earned on cash held within a Stocks and Shares ISA will be subject to a flat… Read More

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The £2 million cutoff: Your guide to the residence nil-rate band for Inheritance Tax

23 April, 2026

You may have read our recent piece on the rise of Inheritance Tax (IHT) investigations in the UK, which have put 14,000… Read More

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Dying Matters Awareness Week: 3 financial steps to take after the death of your spouse or partner

23 April, 2026

Between 4 and 10 May 2026, Hospice UK’s Dying Matters Awareness Week draws attention to the unspoken challenges faced during a person’s final days, as… Read More

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Your 2026 scam awareness guide

23 April, 2026

Fintech has broadened financial opportunities for investors, businesses, and everyday people who want an easier and more efficient way to manage their wealth. The compromise,… Read More

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Inheritance Tax investigations are rising. Here’s what you should know

27 March, 2026

A Freedom of Information request has revealed that since April 2022, 14,000 families have been suspected of underpaying Inheritance Tax (IHT). In the 2025/26 tax… Read More

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How to help your children go from HENRY to HNW

27 March, 2026

If your children have flown the nest, benefited from an esteemed education, and are now in full flow with their careers, they could be classed… Read More

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8 key facts landlords need to know about the Renters’ Rights Act

27 March, 2026

If you have invested in residential property, or perhaps are considering expanding your portfolio soon, the Renters’ Rights Act is making certain aspects of ownership… Read More

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Our work with deputies and Court of Protection clients

20 February, 2026

Handling a payout for a life-altering injury – usually of more than £1 million or several million pounds – can be a very overwhelming experience… Read More

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