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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Financial services urged to heed women's pension warning
Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.
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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.
A quarter (25%) of financial advisers are working with clients to release funds to help adult children, according to a new report.
Adviser platform and SIPP provider Nucleus has expanded its advisory board by appointing appointed NextWealth founder Heather Hopkins as chair.
One in four large employers (26%) have reported a rise in the number of employees actively opting out of their pension scheme, according to new research.
Fewer than one in three pension fraud reports (29%) submitted to Action Fraud are referred for police investigation, according to a new report.
Non-advised adults are nearly twice as concerned about having enough money to live on in later life (42%) than their peers who have taken financial advice (23%), according to new research.
Nearly one in 10 (9%) over-60s say they are planning to delay their retirement indefinitely due to the cost of living crisis, according to a new study.