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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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.
Over two thirds (69%) of Britons believe retiring in our sixties will become a thing of the past, according to new research.
Pensions minister Emma Reynolds today confirmed the government “is committed to the delivery of pensions dashboards” in a written statement to the House of Commons.
Financial advisers have reported a surge in worried clients contacting them with Budget-related questions on pensions taxation and wealth management, a survey by AJ Bell has revealed.
The Financial Conduct Authority is ‘up for’ taking on greater risk and its more ‘radical’ reforms are ready ‘for take-off’ according to chief executive Nikhil Rathi.
AJ Bell’s platform customer numbers increased by 66,000 over the past year to nearly 542,000, up almost 14%.
Younger workers are much more money-minded than people might expect and are saving aggressively to achieve an ambitious retirement, according to a new report.