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.
The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).
The Financial Services Compensation Scheme has declared two financial adviser firms in default this week after receiving a growing number of claims from ex-clients.
Financial Planners are seeing an influx of questions around the new pension scheme returns format required for small self-administered schemes (SSAS), according to a new report.
Almost one in five (17%) of Britons only have the State Pension to rely on for income in retirement, according to a new report.
There are now nearly 612,000 people aged 90 or over living in the UK, with the number heading upwards, according to analysis of official figures from retirement specialist Just Group.
Only 60% of professional investors are prepared financially for longer life cycles, with a high proportion, 40%, highlighting a lack of preparedness.