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Lisa Webster: The tax tail must not wag the dog
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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.
IHT on unused pensions pre-55 ‘unbelievably unfair’
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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.
Read more: IHT on unused pensions pre-55 ‘unbelievably unfair’
Pension transfer times fell after tax year end
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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.
Pension saving strong but gender gap remains an issue
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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.
Read more: Pension saving strong but gender gap remains an issue
State pension gender gap ‘almost eliminated’
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The gender pension gap has been almost completely eliminated when it comes to the state pensions of people retiring today, according to new data.