Latest Blogs
-
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: 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.
-
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
-
FSCS expects rise in complex SIPP cases
The Financial Services Compensation Scheme is expecting a £9.5m fall in the cost of claims in its current financial year due to an overall reduction in the number of complaints.
-
Financial Ombudsman consults on case fee increase
The Financial Ombudsman Service (FOS) said today it expects to receive 188,000 cases in 2026/27, while resolving 245,000 cases.
-
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.
-
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 Budget rumours in recent weeks have sparked a record tax year so far for the number of people paying into SIPPs, stocks and shares ISAs, cash ISAs, JISAs and LISAs from Hargreaves Lansdown.
Retirees are living longer than they ever expected – and their finances may not be keeping pace, according to new research.
HMRC has agreed to exempt pension administration professionals from new requirements requiring ‘tax advisers’ who interact with HMRC on behalf of clients to register with HMRC and meet new minimum standards from 1 April 2026.
Proposed pension reforms included in next week’s Budget will create chaos and put bereaved families and ordinary people at financial risk, according to STEP, the global professional body for trust and estate practitioners.
DB pension surpluses remain at record highs, up £57bn year-on-year in October, according to new analysis from XPS Group.
The Society of Pension Professionals (SPP) has warned of the “unintended consequences” of changing the law relating to pre-1997 pension scheme indexation.