Latest Blogs
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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
MPs in the House of Commons have rejected proposals from the House of Lords to retain the State Pension Triple Lock.
Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.
Advised net flows reported a quarter-on-quarter decrease of 20.78% in the third quarter, according to a new report.
The Department for Work and Pensions is to introduce a threshold below which pension providers will be unable to charge a flat fee to savers.
The West Midlands is where the greatest proportion of the local population are receiving regulated financial advice, according to data released this morning.
Abrdn and Interactive Investor have today both confirmed talks which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.