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.
Tilney Smith & Williamson has cooled speculation of an imminent bid for the company from NatWest.
SIPP provider Curtis Banks has reported a modest 4.7% rise in pre-tax profits to £14m as SIPP numbers fell year on year by 2,544.
A sentencing date has been set for two people charged in connection with a £13m pension transfer fraud.
Entrepreneurs are more likely to choose to invest in property rather than a pension, according to new research.
The FCA has made significant changes to the rules on Packaged Retail and Insurance-based Investment Products (PRIIPs) in one of its first major moves away from EU regulation.
The Spring Statement ignores the needs of the elderly and will lead to a rise in pensioner poverty, according to Baroness Ros Altmann.