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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.

  • 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.

  • 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.

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Latest News

Discretionary fund manager and SIPP provider 7IM has added an Adventurous Plus model to its Blended Model Portfolio Service (MPS) range.

The FSCS has received nearly 3,000 claims against 116 advice firms involved in recommending pension products from failed SIPP firm Rowanmoor.

Major SIPP and SSAS firm Rowanmoor Personal Pensions Limited (RPPL) has gone into administration.

STM Group, parent company of SIPP provider Options, has completed its acquisition of the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.

The Initiative for Financial Wellbeing (IFW) has been awarded Institute status by the Secretary of State for Business Kwasi Kwarteng MP.

Adviser platform Novia has added new benefit crystallisation event and pension income functionality.

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