Latest Blogs
-
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.
-
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.
-
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
-
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.
-
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 Pensions Management Institute (PMI) and the Society of Pension Professionals (SPP) have today issued a united call for improvements to the Pension Schemes Bill.
SSAS administration and integrated professional services provider WBR Group has made two key promotions to strengthen its technical and proposition capabilities, it said.
Financial Planners at wealth manager Rathbones have reported a surge in client queries about estate planning amid concerns of possible changes to the IHT regime in the forthcoming Budget.
People who expect to rent during retirement could need an additional £398,000 in savings compared to those with no housing costs.
Only 27% of people said they were not reliant on their partner’s pension, according to new research.
New figures have revealed that around 60,000 people claimed a refund on emergency tax on pensions in 2023-24 - an increase of around 20% on the previous year.