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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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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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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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.
New figures published by HMRC reveal that the total number of claims for overpaid tax on pension withdrawals has soared above half a million to 502,000 to total almost £1.5bn reclaimed since the introduction of Pension Freedoms in 2015.
IHT tax liabilities created in 2022-23 were £6.7bn, up £0.71bn or 12% compared to the previous year.
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.