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.
Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.
Financial Planning firm Insight Financial Associates (Insight) has been fined after failing to advise on a property investment when recommending a SIPP switch in 2010.
Women are twice as likely (17%) to leave Financial Planning to their partner than men (8%), according to a new report.
The Financial Conduct Authority (FCA) has published a new web page to help British Steel workers who transferred out after receiving unsuitable advice better understand the claims process.
The Treasury has rejected any immediate changes to pensions tax relief, despite MP recommendations for an urgent reform.
Wealth manager and SIPP firm Mattioli Woods has exercised its broker option to raise an additional £2m towards its largest planned acquisitions to date.