Latest Blogs
-
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.
-
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).
-
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.
-
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.
-
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
-
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.
-
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.
Platform and SIPP provider AJ Bell has promoted CFO Michael Summersgill to the newly-created role of deputy chief executive officer.
Around 4m savers under the age of 40 could be losing out on investment returns because they think a medium risk pension will produce the strongest returns for their pension.
Average earnings data published this morning by the Office for National Statistics (ONS) has highlighted the difficult decision faced by the Chancellor this autumn when deciding on State Pension rates for April 2022.
More than 9 in 10 IFAs are willing to accept that ESG-focused funds and investments may produce lower returns than non-ESG funds - but believe this is an acceptable downside risk, a new study has revealed.
Investment platform and SIPP provider AJ Bell has changed the terms on its Managed Portfolio Service funds to reduce risks and costs for advisers.
STM Group, the international financial services provider which owns Carey Pensions (now known as Options), is to make its chief operating officer Peter Marr redundant in the second half of the year as it downsizes its executive team.