Latest Blogs
-
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.
-
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.
-
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
-
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.
-
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.
-
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.
Trade union Unite has given the Financial Conduct Authority a 10 day deadline to recognise the union.
The House of Lords has voted to reject a controversial bill to suspend the Pensions Triple Lock and instead sent the bill back to the Commons to be reconsidered.
The Financial Conduct Authority says its plans to become a 'data-led' regulator will mean "profound" change.
The Association of Investment Companies has welcomed a decision by the FCA to delay proposed changes to Key Information Documents (KIDs).
The Financial Ombudsman Services has upheld the majority of SIPP complaints it received over the past year and warned that it continues to see a large number of SIPP complaints amid a rise in overall investment and pensions cases.
Financial services regulators have joined forces to address the attitude and approach of financial services firms to climate change.