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 (74%) of pension schemes have net zero plans in place, or will do within the next two years, according to a new survey.
A record high 78% of pension transfers raised at least one warning sign of potential scam activity in April.
FNZ, the platform ‘engine’ behind many UK investment platforms, has appointed Alastair Conway as its new CEO for the UK and South Africa.
The Financial Conduct Authority is to speed up the removal of regulated activities from firms failing to use their permissions.
Pensions expert Steve Webb has warned that an extra two and half million taxpayers could face being dragged into the higher rate tax over the course of the current Parliament.
Amber flags are being raised on potentially low-risk pension transfers due to a ‘weakness’ relating to overseas investments in the new rules, according to a new report.