Latest Blogs
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Lisa Webster: Till pensions do us part
There have been some fluctuations in recent years but overall divorce rates in the UK have been in decline since the 1990s.
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Tilley: Let’s end the SIPP vs SSAS debate for good
As you might know from my previous columns on SIPPs Professional, I am, and have been for some time, a huge advocate for Small Self-Administered Schemes (SSAS).
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Lisa Webster: Pre-Budget withdrawals are spiking again
Ever since “tax-free cash” changed its official name to “pension commencement lump sum” back in 2006 there have been pre-Budget rumours that it was going to change – and not for the better.
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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.
Popular News
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Barnett Waddingham opens new Edinburgh office
Pensions and SIPP consultancy Barnett Waddingham has boosted its Scottish presence by opening a new office in Edinburgh.
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Scottish SIPP firm among 13 in default
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.
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HNWIs face IHT risk by not recording gifts
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.
Investment manager Vanguard is adding a £4 monthly fee to most accounts - including SIPPs - for balances up to £32,000 as it strives to meet rising costs.
Financial advisers have broadly welcomed the FCA’s new proposals for targeted support for pension savers but have warned more clarity is needed if they are to succeed.
The FCA has revealed that its Consumer Duty priorities for the coming months will include looking at targeted support for pension savers.
Older people are less prepared for retirement shocks such as ill-health, relationship woes, or urgent financial support needs from their wider family, according to new research.
Major issues continue to plague the DWP’s pension transfer regulations three years after they were implemented, new FOI data has revealed.
Advised platform customers rose 8% for AJ Bell to pass 171,000 for the year ended 30 September (30 September 2023: 159,000).