Latest Blogs
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Lisa Webster: Till pensions do us part
There have been some fluctuations in recent years but overall divorce rates in the UK have been in decline since the 1990s.
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Tilley: Let’s end the SIPP vs SSAS debate for good
As you might know from my previous columns on SIPPs Professional, I am, and have been for some time, a huge advocate for Small Self-Administered Schemes (SSAS).
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Lisa Webster: Pre-Budget withdrawals are spiking again
Ever since “tax-free cash” changed its official name to “pension commencement lump sum” back in 2006 there have been pre-Budget rumours that it was going to change – and not for the better.
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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.
Popular News
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Scottish SIPP firm among 13 in default
The Financial Services Compensation Scheme (FSCS), the industry-funded consumer compensation body, declared 13 regulated firms in default between August and November, including a Scottish SIPP firm, it reported this week.
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HNWIs face IHT risk by not recording gifts
Nearly half (45%) of HNWIs have no written record of what they’ve gifted to loved ones, according to new research, leaving them at risk of falling foul of IHT rules.
SIPP and SSAS provider Curtis Banks has launched two new fee concessions and extended its offer on in specie commercial property transfers.
Platform and SIPP provider Embark has enhanced its Embark Platform to improve service for Financial Planners and advisers.
The Resolution Foundation has urged Chancellor Jeremy Hunt to use next month's Budget to raise the age at which people can access tax-free private pension wealth.
The number of people of working age who are retired is actually now lower than it was at the start of the pandemic, according to a new report.
The cost of living crisis could lead to mass breaches of the money purchase annual allowance (MPAA), as more people flexibly access taxable income from their retirement pot to cover increased costs.
The Financial Ombudsman Service’s uphold rate has remained steady at 35% despite a rise in complaints about financial products.