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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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.
Wealth adviser and pensions firm Westerby Group has acquired Bristol-based SIPP specialist Cabot Trustees Limited for an undisclosed amount.
Four in 10, 40%, of people say they are worried about upcoming changes to pensions and inheritance tax.
The gap people need to fill between their income aspirations in retirement and the amount provided by the state pension has climbed to £18,552, according to new analysis of DWP figures.
A quarter, 24%, of people have little to no idea about how much they and their employers are paying into their pension.
The State Pension age may need to rise as high as 80 to deal with a long term funding crisis, according to new modelling by pension consultants and actuaries Barnett Waddingham.
Six people have been charged over a pension fund and SIPP fraud which involved £75m being invested into storage units in the North of England and Scotland.