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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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.
A fifth, 20%, of people don’t know what type of pension they have.
Cambrian Associates Ltd (FRN 158976), an adviser firm based in North Wales, has gone into administration 51 years after being set up.
In July 2025, the government launched its third statutory review of the State Pension age (SPa), as required under the Pensions Act 2014, and this could have significant implications.
Three-quarters, 76%, of over 50s say that appetite for risk is an important factor when deciding what to do with their pension pot, according to new research.
Pension and investment provider Aegon is introducing cash 'ringfencing' during the pension and SIPP retirement journey to simplify and optimise the process of withdrawing funds.
Advisers and clients have become more concerned about wealth transfer since the Government’s proposals in the Autumn Budget to include unused pension assets in the estate for inheritance tax.