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.
Social media companies and search engines will be responsible for preventing paid-for scam adverts on their platforms under a new amendment to the draft Online Safety Bill.
Members of the House of Lords have rejected the Government’s planned change to the cap on social care costs.
Market uncertainty in January spurred UK savers to withdraw £642m from retail funds, the first outflows since March 2020.
The Financial Conduct Authority (FCA) has introduced a cap on fees for claims management companies (CMCs).
Aviva, which has a significant SIPP business, is to acquire Financial Planning-focused wealth manager Succession Wealth for £385 million.
Online D2C platform interactive investor has launched what it calls an ‘ultra low cost’ SIPP with a flat fee of £12.99 a month.