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.
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Lisa Webster: Pension age uncertainty lingers on
We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.
Popular News
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Lisa Webster: Pension age uncertainty lingers on
We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.
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TPR warns of rise in attempts to 'steal' pensions
The Pensions Regulator (TPR) has warned that fraudsters are increasingly trying to impersonate pension savers to steal their pensions.
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FCA green lights sale of troubled WH Ireland
The FCA has approved the takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc.
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53% of advised clients worrying about tax
More than half of advised clients (53%) say they are more worried about tax concerns than they were a year ago, according to a new survey of advised clients.
The latest data on pension transfers from pension firm XPS suggests a “significant increase” in the proportion showing signs of potential scam activity.
David Kiddie has taken up his new role as chairman of wealth manager and SIPP provider Mattioli Woods today after regulatory delays from the FCA in providing approval.
Only 13% of British parents have consulted a financial adviser about the best way to pass on their wealth.
The top 10 life and financial goals of Britons have been revealed, with 97% of people saying it is important to set key goals in life.
Wall Street bank Goldman Sachs is believed to be one of three bidders aiming to take a sizeable stake in adviser platform Nucleus, according to a report from Sky News today.
The Financial Conduct Authority (FCA) has placed a restriction on Bristol-based SIPP provider Hartley Pensions preventing the firm from taking on any new business.