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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.

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Defined benefit pension transfer values held up close to their record high for most of September but slipped in the last 10 days of the month due to a sharp increase in government bond yields.

The Financial Ombudsman Service (FOS) has upheld two complaints about Integrity IFA’s advice involving unregulated investments in SIPPs and scolded the advice firm for ignoring both clients and the ombudsman.

UK consumers over the age of 55 are less confident in being able to find a paid job than they were before the Coronavirus pandemic, according to new research.

More than half of the over 55s surveyed by Just Group did not believe they would be able to find a paid job, and only one in five who would like to work were confident they could find paid employment.

A new 'elephant in the room' report has been published to draw attention to the little understood but growing problem of vulnerable but well off clients becoming victims of theft and fraud within families.

Personal Finance Society President Sarah Lord has joined Financial Planning firm Cooper Parry Wealth as its first chief growth officer.

National Westminster Bank Plc has pleaded guilty to money laundering offences related to £400m transferred to a Bradford gold dealer.

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