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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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.
A petition calling for a 10-day pension switch guarantee has attracted more than 2,000 signatures in its first two weeks.
The average value of an annuity has soared 160% since 2021, according to newly-published client data from Hargreaves Lansdown.
At the end of July, we had confirmation that the Government is ploughing ahead with plans to include “unused” pension funds in a deceased’s estate for inheritance tax (IHT) purposes.
Plans to make the unused pension pots of people who die before the minimum pension age subject to inheritance tax, have been termed ‘unfair’ by SSAS provider the WBR Group.
Pension savers have maintained strong contribution levels in the first half of 2025, sustaining the record momentum seen in 2024, according to new analysis of their own customers by PensionBee.
Simpler pension transfers took an average of just 10.8 days to complete as the industry moved out of the busy tax year end period and into early summer.