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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: 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.

  • Tilley: Rebooting the FOS makes sense

    I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.

  • Lisa Webster: Pension age uncertainty lingers on

    We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.

  • Lisa Webster: Beware IHT and pensions double taxation

    One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.

Popular News

Latest News

The XPS Pension Transfer Watch Index for September saw pension transfer activity plummet at the same time as scam alerts surged - with 62% of pension transfers highlighted as potential scams.

Speeding up applications through the use of electronic signatures and digital due diligence is key for SIPP providers, according to a new survey of financial advisers.

The FCA has today banned indefinitely two directors of an IFA firm for their roles in submitting “false and misleading information” about customers’ high net worth status when making SIPP applications.

Wealth managers, professional associations, regulators, investment and protection providers have signed up to the Business in the Community’s Race at Work Charter.

The Financial Conduct Authority, the Financial Services Compensation Scheme and the Financial Ombudsman Service have warned Financial Planners to take action on any SIPP or SSAS investments in the German Property Group.

The Retirement Cafe has marked its 100th episode, with founder Justin King of MFP Wealth Management helping more people plan for retirement via the medium of podcast.

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