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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
Non-retired UK investors are saving a higher portion of their income for retirement than those in Europe, according to the annual Schroders Global Investors study.

Most people underestimate how much they need to save for retirement, according to a new study by Seven Investment Management (7IM).

Blick Rothenberg, the accounting tax and advisory firm with a growing Financial Planning arm, has made its first acquisition.

Patrick Mill, chief executive of platform and Sipp provider Alliance Trust Savings, has stepped down from the after role five and half years at the helm. 

The FCA has begun civil proceedings in relation to “alleged misleading statements” on pension investments by a lead generation firm called Avacade Investment Options.

Research by a financial provider has found that eight out of ten over-50s (78%) “significantly underestimate” how long they are likely to live - a gap that means many could run out of pension cash, it says.

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