Bookmark Us

Latest Blogs

Popular News

  • Proposed pension reforms included in next week’s Budget will create chaos and put bereaved families and ordinary people at financial risk, according to STEP, the global professional body for trust and estate practitioners.

  • HMRC has agreed to exempt pension administration professionals from new requirements requiring ‘tax advisers’ who interact with HMRC on behalf of clients to register with HMRC and meet new minimum standards from 1 April 2026.

  • The Budget rumours in recent weeks have sparked a record tax year so far for the number of people paying into SIPPs, stocks and shares ISAs, cash ISAs, JISAs and LISAs from Hargreaves Lansdown.

  • Retirees are living longer than they ever expected – and their finances may not be keeping pace, according to new research.

  • 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.

Latest News

The gender pension gap has been almost completely eliminated when it comes to the state pensions of people retiring today, according to new data.

Pensions and SIPP consultancy Barnett Waddingham has promoted Nick Cooper to be CEO of BW SIPP, as the business says it enters a new phase focused on market growth.

Platform group and SIPP and SSAS administrator Nucleus Financial Platforms has appointed FNZ chief financial & commercial officer Andrew Ring as chief financial officer, subject to regulatory approval.

Retirement specialist PensionBee has launched a petition demanding the government take action on pension delays as frustration mounts over the slow pace of pension transfer switches.

New figures published by HMRC reveal that the total number of claims for overpaid tax on pension withdrawals has soared above half a million to 502,000 to total almost £1.5bn reclaimed since the introduction of Pension Freedoms in 2015.

IHT tax liabilities created in 2022-23 were £6.7bn, up £0.71bn or 12% compared to the previous year.

Subscriber Login

Please log-in or register to read site content