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  • Tilley: Will IHT reforms really threaten pension saving?

    The Government’s decision to bring most unused pension funds and lump sum death benefits within the scope of inheritance tax (IHT) from 6 April 2027 has provoked widespread criticism from across the pensions industry. Providers, advisers and trade bodies have warned that the change risks undermining confidence in pension saving and damaging long term retirement provision.

  • 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.

  • Lisa Webster: Salary sacrifice cap will hit some hard

    The headline story from Budget 2025 - in the pension world at least - was the plan to cap National Insurance relief for pension contributions paid through salary sacrifice at £2,000 a year.

Popular News

Latest News

The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is asking members to help mark its 30th anniversary year which begins today.

Martin Tilley, head of technical at Westbridge SSAS, has been appointed interim chair of The Association of Member-Directed Pension Schemes (AMPS).

Wealth manager and SIPP provider Mattioli Woods has reported a 95.9% rise in adjusted pre-tax profit to £14.1m for the six months ended 30 November

Royal London confirmed this morning that it was in “exploratory” takeover talks with rival mutual LV=.

New FCA data has revealed that misleading financial promotions by authorised firms more than doubled from 207 in 2020 to 564 in 2021.

SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.

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