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.
The UK’s key financial regulators, the FCA, PRA and Treasury have today launched a sweeping review of the Senior Managers and Certification Regime (SM&CR).
Imminent cuts to CGT and dividend tax allowances could increase the attraction of SIPPs and ISAs because of the tax sheltering benefits they offer, a major platform has predicted.
The consumer complaints body the Financial Ombudsman Service is to increase its maximum compensation award from £375,000 to £415,00 from 1 April.
Major new research has revealed that men are more likely than women (43% versus 37%) to manage their own pensions, such as via a self-invested personal pension scheme (SIPP).
Fund manager Marlborough has launched an investment platform for financial advisers and their clients with an annual charge of 0.2%.
The number of complaints about life and pension and investment companies fell by 8% during 2022, according to the latest data from the Financial Ombudsman Service.