Latest Blogs
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Lisa Webster: Till pensions do us part
There have been some fluctuations in recent years but overall divorce rates in the UK have been in decline since the 1990s.
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Tilley: Let’s end the SIPP vs SSAS debate for good
As you might know from my previous columns on SIPPs Professional, I am, and have been for some time, a huge advocate for Small Self-Administered Schemes (SSAS).
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Lisa Webster: Pre-Budget withdrawals are spiking again
Ever since “tax-free cash” changed its official name to “pension commencement lump sum” back in 2006 there have been pre-Budget rumours that it was going to change – and not for the better.
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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.
Popular News
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Scottish SIPP firm among 13 in default
The Financial Services Compensation Scheme (FSCS), the industry-funded consumer compensation body, declared 13 regulated firms in default between August and November, including a Scottish SIPP firm, it reported this week.
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HNWIs face IHT risk by not recording gifts
Nearly half (45%) of HNWIs have no written record of what they’ve gifted to loved ones, according to new research, leaving them at risk of falling foul of IHT rules.
Over 15 million (78%) non-retired married people have no idea about the value of their spouse’s pensions, according to a new report.
Wealth manager and SIPP provider Mattioli Woods has completed its delayed takeover of £1.6bn AUM Ludlow Wealth Management Group.
The percentage of workplace pension savers who actively stopped saving fell slightly during the Coronavirus pandemic, according to data released this morning.
Queries from Financial Planners and their clients regarding investing in commercial property as part of their SIPPs increased 56% in the first half of 2021 year on year for provider Curtis Banks.
The Financial Conduct Authority (FCA) has confirmed that it will start a periodic review of pension transfers redress guidance by the end of 2021.
Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.