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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: 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.

  • 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.

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Nearly 70 companies - including several SIPP providers - have signed up to the Treasury’s Women in Finance Charter including St James's Place, JP Morgan, Investec Asset Management and Yorkshire Building Society.

Cashflow modeller Prestwood Software has unveiled a suite of advanced pension planning tools to help planners engage with clients who are underfunding their pensions.

Research has found that 20% of pension savers aged over 50 have changed their retirement plans because of the Pension Freedoms as the retirement planning sector sees a major change in direction.

Retirees using the Pensions Freedoms are demanding more flexibility on income withdrawal and driving demand for financial advice.

Manchester-based Liberty SIPP has reported revenue up by 35% and assets under management up to nearly £3bn, in its latest annual results.

Financial Planning and retirement advice company LEBC has called for the creation off a new ‘cooling off’ period on pension withdrawals under Pension Freedoms.

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