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.
Pensions and SIPP provider @SIPP has hired Matt Storey from XPS as its new head of business development.
Two former pension trustees are to face trial at Crown Court accused of arranging £700,000 in illegal loans and investments.
Platform and wealth manager Hargreaves Lansdown is to consult with shareholders after a revolt against board re-elections saw over 30% vote against the re-election of chair Deanna Oppenheimer.
Ian Taylor, co-founder and former CEO of Transact parent Integrafin, has died at the age of 58 after a short illness.
The Financial Services Compensation Scheme has declared as failed a Midlands financial adviser hit with a string of claims related to pensions and SIPPs.
The pensions industry has been given more time to prepare for the Pensions Dashboards next year.