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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.

  • Tilley: Will IHT reforms really threaten pension saving?

    The Government’s decision to bring most unused pension funds and lump sum death benefits within the scope of inheritance tax (IHT) from 6 April 2027 has provoked widespread criticism from across the pensions industry. Providers, advisers and trade bodies have warned that the change risks undermining confidence in pension saving and damaging long term retirement provision.

  • Lisa Webster: Salary sacrifice cap will hit some hard

    The headline story from Budget 2025 - in the pension world at least - was the plan to cap National Insurance relief for pension contributions paid through salary sacrifice at £2,000 a year.

Popular News

  • The Government’s decision to bring most unused pension funds and lump sum death benefits within the scope of inheritance tax (IHT) from 6 April 2027 has provoked widespread criticism from across the pensions industry. Providers, advisers and trade bodies have warned that the change risks undermining confidence in pension saving and damaging long term retirement provision.

  • Pension trustee and administration specialist Alltrust has launched a premium self-invested pension designed for high-net-worth individuals, experienced investors and the IFAs and wealth managers who advise them.

  • The headline story from Budget 2025 - in the pension world at least - was the plan to cap National Insurance relief for pension contributions paid through salary sacrifice at £2,000 a year.

  • Sheffield wealth manager Green Wealth Management Limited (FRN: 729066) has been declared in default by the Financial Services Compensation Scheme after being unable to meet claims against it.

Latest News

Expanding SIPP provider Curtis Banks Group has reported operating revenue up 47% to £43.6m and pre-tax profits up 31% to £5.9m in the 12 months to December 2017.

Prudential today announced plans to demerge M&G from Prudential plc in a move that will result in two separately-listed FTSE 100 companies, each with a ‘distinct’ investment prospects.

Phillip Hammond has delivered his first Spring Statement today.

AJ Bell says its 172,000 customers will be offered ‘exclusive’ access to an Initial Public Offering of shares in the business.

The Ombudsman has ruled that an adviser must compensate a client who lost nearly £30k through an unsecured Sipp loan.

Advisers’ calls for an income option in AJ Bell’s Managed Portfolio Service has prompted the company to launch four new portfolios.

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