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.
Pension and investment provider Aegon is introducing cash 'ringfencing' during the pension and SIPP retirement journey to simplify and optimise the process of withdrawing funds.
Advisers and clients have become more concerned about wealth transfer since the Government’s proposals in the Autumn Budget to include unused pension assets in the estate for inheritance tax.
Pension experts said that today’s figures from the PLSA about retirement living standards should be a ‘wake-up call’ for savers.
The minimum amount someone needs in retirement has fallen, according to the latest update of the Pensions and Lifetime Savings Association’s (PLSA) Retirement Living Standards report.
Transferring wealth between generations is as important to clients of Financial Planning firms as retirement, according to a new study.
Changes to salary sacrifice would cause confusion, reduce benefits to employees, and disincentivise pension savings, The Society of Pension Professionals has warned.