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.
Over 9 in 10 (92%) high-net-worth consumers underestimate how much money they need for a comfortable retirement, according to new research.
The FCA confirmed today that that it will go ahead with its plans for long-term investment funds aimed at sophisticated investors and pension funds, potentially opening them up later to some retail investors.
The National Audit Office, the UK’s independent public spending watchdog, is to probe the FCA’s handling of the British Steel Pension Scheme restructuring which resulted in many steelworkers transferring their pensions into SIPPs.
Advised net inflows rose 36% year on year to nearly £4bn at investment platform AJ Bell for the year ended 30 September.
Edinburgh-based SIPP operator Forthplus Pensions has gone into administration after a string of complaints to the Ombudsman about the firm’s due diligence.
Advisers placed almost £2bn with investment platform Transact during the quarter ended 30 September 2021.