Displaying items by tag: Sipp
Property Sipp and SSAS to boom with end of death tax
More people will put commercial property into Sipps and SSASs as a result of the end of the death tax, making property investment much more attractive, a Sipps firm has predicted.
Andrew Roberts' Blog: Death Taxes and the drawdown dilemma
Like many, I was expecting a short announcement during the Autumn Statement followed thereafter by the publication of pages of detail explaining the new pension death tax rules. I certainly wasn't expecting to read about it on my BBC News app on the Sunday night before the Conservative Party conference.
Ombudsman upholds complaint which started with a Sipp
A complaint about a pension firm's failings, which began when a transfer to a Sipp was made, has been upheld by the Pensions Ombudsman.
Sipp department head departs and new Sipp to launch
Change is afoot in AXA Wealth's Sipp department with its section head leaving the firm and a new product launching.
Standard Life Sipp investors face wait for Catalyst compensation
A tax problem means Standard Life Sipp investors in the suspended ARM life settlement fund face an even greater wait for their Catalyst compensation to be handed over.
Jump in enquiries for using Sipp or SSAS to fund property purchase
There has been a significant rise in clients wanting to use a Sipp or SSAS to help fund the purchase of a new commercial property, a law firm has reported.
Sipp firm issues Scottish no vote pensions warning
Pension schemes should not rest easy from Scots voting no to independence, a Sipps firm warned this morning, as experts signalled they still see significant change on the horizon.
Andrew Roberts' Blog: New rule may be unachievable in practice
In November last year, the FCA asked Sipp operators to complete a (long) questionnaire to help them with their third thematic review. Among the 40 or so data items requested was the amount of Assets Under Administration (AUA).
£9k HSBC Sipp commission complaint rejected
The financial ombudsman has rejected a complaint from an investor over HSBC's £9,000 commission for setting up his Sipp.
Andrew Roberts' Blog: Another short-lived pension rule unhelpful
The government has advanced its pension thinking this month with the enactment of The Finance Act 2014, guidance on allowing new retirees access to next year's pension freedoms and its response to the consultation on those freedoms.