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.
SIPP and SSAS provider Curtis Banks has launched two new fee concessions and extended its offer on in specie commercial property transfers.
Platform and SIPP provider Embark has enhanced its Embark Platform to improve service for Financial Planners and advisers.
The Resolution Foundation has urged Chancellor Jeremy Hunt to use next month's Budget to raise the age at which people can access tax-free private pension wealth.
The number of people of working age who are retired is actually now lower than it was at the start of the pandemic, according to a new report.
The cost of living crisis could lead to mass breaches of the money purchase annual allowance (MPAA), as more people flexibly access taxable income from their retirement pot to cover increased costs.
The Financial Ombudsman Service’s uphold rate has remained steady at 35% despite a rise in complaints about financial products.