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  • 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

Wealth adviser and pensions firm Westerby Group has acquired Bristol-based SIPP specialist Cabot Trustees Limited for an undisclosed amount.

Four in 10, 40%, of people say they are worried about upcoming changes to pensions and inheritance tax.

The gap people need to fill between their income aspirations in retirement and the amount provided by the state pension has climbed to £18,552, according to new analysis of DWP figures.

A quarter, 24%, of people have little to no idea about how much they and their employers are paying into their pension.

The State Pension age may need to rise as high as 80 to deal with a long term funding crisis, according to new modelling by pension consultants and actuaries Barnett Waddingham.

Six people have been charged over a pension fund and SIPP fraud which involved £75m being invested into storage units in the North of England and Scotland.

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