Latest Blogs
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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.
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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.
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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.
Popular News
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Female SIPP millionaires up by 31% in one year
The number of female SIPP millionaires at platform and investment provider Hargreaves Lansdown rose by 31% in 2025 compared to a 16% rise for male investors.
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Sheffield wealth manager fails after pension claims
Sheffield wealth manager Green Wealth Management Limited (FRN: 729066) has been declared in default by the Financial Services Compensation Scheme after being unable to meet claims against it.
SIPP and SSAS provider InvestAcc Group has completed its acquisition of the AJ Bell Platinum SIPP and SSAS business for £25m.
More than a third of people aged 60 to 78 have no plans for their tax-free cash, meaning they are risking a knee-jerk reaction to Budget rumours they could regret.
A fifth of HNWs aged 55 and over, 19%, are unaware that unused private pensions will be liable for inheritance tax from April 2027.
The State Pension age (SPA) should only be increased if there is a corresponding rise in healthy life expectancy, according to trade body Pensions UK.
Investment platform and SIPP provider AJ Bell has reported 6% growth in advised customer numbers (year on year) to 182,000 for the three months ended 30 September.
Pension transfer values have fallen 6% since the start of 2025, despite a modest increase in September.