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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SPP calls for caps on pension growth assumptions
The Society of Pension Professionals has called on the FCA to introduce guidance or caps on future growth assumptions, when it launches its new digital pension rules.
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Aggregate DB surplus rises to £266bn
The aggregate surplus of DB pension schemes climbed to £265.6bn at the end of January, according to the latest Pension Protection Fund (PPF) 7800 Index.
Inheritance tax (IHT) receipts for the government were up £84m year on year to £5.8 billion in the first eight months of the 2025/26 tax year, according to HMRC data out today.
Former Pensions Minister Sir Steve Webb, a partner at retirement consultancy LCP, has warned that axing or significantly diluting the pensions Tripe Lock would mean an additional 10m pension savers will face an “inadequate” pension.
IntegraFin Holdings, the parent company of adviser platform and SIPP provider Transact, has today reported full year profits up 7% to £75.4m thanks to strong growth in earnings.
AJ Bell Investcentre, the adviser investment platform arm of AJ Bell, has added to its Gilt MPS range with the launch of the new Gilt MPS 4.
The Financial Services Compensation Scheme (FSCS), the industry-funded consumer compensation body, declared 13 regulated firms in default between August and November, including a Scottish SIPP firm, it reported this week.
Nearly half (45%) of HNWIs have no written record of what they’ve gifted to loved ones, according to new research, leaving them at risk of falling foul of IHT rules.