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.
Four out of five financial service customers are either very concerned or somewhat concerned about tax increases from the new Labour government, according to a new survey.
Pension trustees have been urged to act ahead of the looming Pensions Dashboard staging dates to avoid unnecessary costs, protect member benefits, and ensure a smooth transition to their endgame strategy.
The majority (95%) of financial advisers believe that the incoming inheritance tax liability on pensions is their clients’ greatest current financial concern, according to a new report.
A new FCA consumer study has found that younger people - those aged 18-40 - are impulsive and heavily influenced by social media when it comes to investing.
The FCA has provisionally banned and fined two financial advisers over failings involving £126m of allegedly "flawed advice" pension transfers.
Investment platform InvestEngine has launched a zero-fee SIPP offering for new and existing customers.