Latest Blogs
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Tilley: Will Pensions Dashboards be a missed opportunity?
I can’t be alone in thinking that the recent House of Lords committee sessions on the Finance Bill and, in particular, discussion on bringing unused pension pots into scope for inheritance tax (IHT) made for interesting viewing.
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Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
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Lisa Webster: Charity giving from pensions
I’m sure many of you reading this on SIPPs Professional will have had more than a few conversations with clients about estate planning – especially considering the news that pensions are to be included in the value of the estate for IHT purposes from April 2027.
Popular News
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FCA bans AR who illegally withdrew £120,000 SIPP cash
The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.
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AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
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Financial services urged to heed women's pension warning
Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.
Royal London confirmed this morning that it was in “exploratory” takeover talks with rival mutual LV=.
New FCA data has revealed that misleading financial promotions by authorised firms more than doubled from 207 in 2020 to 564 in 2021.
SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.
SIPP provider Corporate & Professional Pensions Limited has entered into administration following a number of complaints upheld by the Financial Ombudsman Service on pension transfers.
Lloyds Banking Group has completed its acquisition of retirement and wealth management firm Embark Group.
Men are almost twice as likely to be at serious risk of pension transfer fraud than women, according to a new report.