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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: 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.
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Suffolk Life has noted the increase in advisers using multiple discretionary management firms on its SimSipp.
Rowanmoor says it is seeing an increasing demand for SSASs as advisers explore new options for small business owners.
James Hay has seen revenue decrease from £18.7m in the first half of 2012 to £18.2m in the first half of 2013.
RDR created "massive opportunities" for Mattioli Woods as it saw revenue increase by 14.3 per cent to £23.4m.
MC Trustees is concerned about the popularity of so-called esoteric investments and their impact on investors and Sipp providers.
The Financial Services Compensation Scheme is considering whether it will be involved in compensation for clients of HD Administrators.