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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.

  • 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 Serious Fraud Office (SFO) has won its first recovery order against David Ames, the convicted fraudster who cheated 8,000 victims through the £226m Harlequin SIPP-focused timeshare scheme.

  • 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.

Latest News
Sipp and SSAS provider Charles Stanley wants to be the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.

Glasgow-based SIPP provider @sipp has acquired Essex-based Alfa Trustees Limited as a part of a drive to expand in the south of England.

Fewer than one in four over-50s who have paid off their mortgage use the extra cash they save to boost retirement savings, according to new research.

Research carried out for wealth manager St James’s Place by The Wisdom Council reveals that only 49% of UK adults understood the pension changes implemented in 2015 and the impact on their choices at retirement.

Members of the British Bankers Association the BBA have voted to merge with three other bodies to form a new trade association for the finance sector which aims to improve trust in financial services.



The Chartered Insurance Institute (and its PFS arm) have voiced its support for the provision of public financial guidance in response to proposals from the Treasury.

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