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.
DB transfer values fell 8% in the second quarter, according to the latest data from XPS Pensions Group.
Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired digital knowledge and competence management system Competent Adviser.
Only 39% of pension savers are on track for a moderate retirement income of £23,300 a year.
The cost of a comfortable retirement has increased by nearly a fifth in the last two years as average spending by retired households climbs to £23,675 a year, new analysis of the latest Government data has shown.
Despite the significant improvement in annuity rates over the past 18 months, only 14% of 50+ year olds who are at least fairly familiar with annuities consider them to currently offer a good rate.
The Financial Services Compensation Scheme is investigating two failed adviser firms, including one hit with claims over SIPP advice.