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.
A director of a Nottingham-based call centre has been banned from running a business for 8 years due to running an unregistered pension scheme.
The FCA has provisionally fined pension transfer financial adviser Geoffrey Edward Armin £1.28m for a number of advice failings.
Six Nucleus directors have stood down from the company today as the takeover of the business by James Hay is completed creating a platform managing £47bn in funds.
The Court of Appeal has upheld findings of breaches against illegal pension introducers Alexandra Associates (UK) Limited trading as Avacade Future Solutions (AA), and Craig and Lee Lummis in a case brought by the Financial Conduct Authority (FCA).
Over 20,000 consumers used equity release to access property wealth between April and June, close to pre-pandemic activity levels.
The Queen has approved a recommendation by the Privy Council that the CISI can use the designation Chartered Fellow (Financial Planning) for all members that have gained its Certified Financial Planner accreditation.