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.
Inheritance tax planning is a major driver for 58 to 75 year olds seeking regulated financial advice.
Inheritance tax receipts for April 2021 to February 2022 hit a new record high of £5.5bn.
SIPP trustee and administration company Westerby Trustee Services has acquired fellow SIPP administrator CPPL.
SIPP provider Heritage Pensions Limited has gone into liquidation this week after a string of upheld claims against the firm.
The regulated financial market failed to protect the British Steel Pension Scheme members, according to a damning report from the National Audit Office (NAO) into the wave of bad advice given to BSPS members.
The FCA is to consult on allowing fund managers to ring-fence or 'side pocket' sanctioned Russian investments so the funds could continue to trade.