Latest Blogs
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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.
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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.
Popular News
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FCA bans AR who illegally withdrew £120,000 SIPP cash
The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.
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AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
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Financial services urged to heed women's pension warning
Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.
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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.
The latest issue of Financial Planning Today magazine - sister publication to SIPPs Professional - is available and includes an exclusive Cover Feature on the YouTube Financial Planners breaking new ground and reaching millions via the platform.
The FCA has stepped in to remove all regulatory permissions from London-based IFA Verus Financial Services Limited (FRN 765214) after a number of "deliberate" breaches of existing restrictions.
Inheritance tax (IHT) receipts for the government were up £84m year on year to £5.8 billion in the first eight months of the 2025/26 tax year, according to HMRC data out today.
Former Pensions Minister Sir Steve Webb, a partner at retirement consultancy LCP, has warned that axing or significantly diluting the pensions Tripe Lock would mean an additional 10m pension savers will face an “inadequate” pension.
IntegraFin Holdings, the parent company of adviser platform and SIPP provider Transact, has today reported full year profits up 7% to £75.4m thanks to strong growth in earnings.
AJ Bell Investcentre, the adviser investment platform arm of AJ Bell, has added to its Gilt MPS range with the launch of the new Gilt MPS 4.