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

August Newsletter – Wealth

3 August, 2026

Welcome to our August newsletter It’s been an exciting few months for the Wealth Planning team at IPS Capital. Our commitment to delivering exceptional financial… Read More

The Paperwork You Don’t Know You’re Missing

13 July, 2026

Moving investment platforms has never been easier. A few forms, a bit of patience, and your money arrives at its new home, usually with lower… Read More

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

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

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

Could Your Pension Push Your Estate Over the £2 Million Threshold?

23 April, 2026

Many families take comfort from knowing that they can pass on a substantial amount of wealth before Inheritance Tax (IHT) becomes payable. Currently, an individual… Read More

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

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

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

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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