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.
The aggregate surplus of DB pension schemes fell to £215.5bn at the end of March, according to the latest Pension Protection Fund (PPF) 7800 Index.
Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.
The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).
The Financial Services Compensation Scheme has declared two financial adviser firms in default this week after receiving a growing number of claims from ex-clients.
Financial Planners are seeing an influx of questions around the new pension scheme returns format required for small self-administered schemes (SSAS), according to a new report.
Almost one in five (17%) of Britons only have the State Pension to rely on for income in retirement, according to a new report.