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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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.
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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.
Pensions and SIPP consultancy Barnett Waddingham has appointed Embark Group’s Andrew Phipps as head of SIPP proposition and supplier management.
Back in July, HMRC announced a proposed change in responsibility for paying inheritance tax (IHT) relating to pensions when they are included in estates from 6 April 2027.
Ian Mattioli, founder of wealth manager and SIPP provider Mattioli Woods, is to step down as CEO to take up a new role as Founding President.
FSCS chief executive Martyn Beauchamp has forecast that the Financial Services Compensation Scheme levy, paid by regulated firms, will fall in the FSCS 2026/27 funding year.
Less than a third of members of the Nest Pension scheme are paying into their retirement pots, according to new data released under an FOI request.
The Association of Member-Directed Pension Schemes (AMPS), a trade body for SIPP and SSAS providers, has reappointed Debbie Seaton of Seabridge SSAS as its chair.