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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AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
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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.
Pension experts have criticised the Conservatives' pledge to raise the tax-free pension allowance via a ‘Triple Lock Plus’ if they win the general election.
The Financial Conduct Authority has warned clients of failed SIPP firm Hartley Pensions to be wary of scams or fraudsters as administrators of the collapsed provider begin to send out information about the transfer out process.
The FCA has provisionally banned two financial advisers for “acting without integrity” in relation to SIPPs pensions advice involving £10m of investments.
Investment platform AJ Bell has reported a 47% increase in pre-tax profit £61.4m for its first half of 2024 which ended on 31 March (HY23: £41.9m).
SSAS specialist Whitehall Group has launched a new self-invested personal pension (SIPP) plan focusing on commercial property and standard assets which it said marks a return to the "original purpose of SIPPs."
Investment manager and Financial Planner Abrdn has introduced a more simplified charging structure on its Wrap platform, including cutting prices by up to 15bps.