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.
Three quarters of consumers have no idea what pension acronyms such as SIPP or ESG mean, according to a new study.
Two thirds of advisers say that up to 50% of their business is now from clients in pension drawdown, according to a new survey.
The FSCS has declared in default a Hull-based financial adviser which provided SIPP and investment advice.
The total value of ‘lost’ pension pots has jumped by over £7bn to nearly £27bn in four years, according to a new report.
New Prime Minister Rishi Sunak MP has retained Jeremy Hunt MP as Chancellor in his first Cabinet.
Pensions are split between couples in less than one in eight (13%) divorces, according to new research by wealth manager St James’s Place (SJP).