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.
The FCA is planning to increase its minimum fee for firms from £1,151 to £2,200, it announced today.
Platform and SIPP provider AJ Bell has unveiled plans to launch an app-based investment platform called Dodl which will offer an annual charge of 0.15%.
The FCA has given its senior managers more powers to make regulatory decisions to ensure action to prevent consumer harm is taken quicker.
The Financial Services Compensation Scheme has this week written to 1,000 London Capital & Finance (LCF) victims offering compensation from a government-funded scheme.
The Financial Conduct Authority wants pension providers, including SIPP firms, to offer a default investment option to non-workplace pension clients.
Over half (54%) of UK adults have had their plans to retire affected by the Coronavirus pandemic, according to new research.