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
Annuity rates have reached 7.72% for a healthy 65-year-old, up 64% since July 2020 when rates stood at just 4.71%.
Platform and SIPP provider A J Bell has launched a new streamlined platform which the firm claims will help financial advisers implement investment advice for clients more quickly and securely.
Former Treasury director Kirstin Baker has been appointed as the new interim chair of The Pensions Regulator (TPR) to replace Sarah Smart.
More Generation Z workers aged 18-24 claim to be knowledgeable about pensions than other generations, but new research reveals they have little understanding of retirement savings.
Early retirement and ill health are driving early exits from the workforce and having a major impact on the UK economy with an estimated £31bn in lost output annually, according to a new study.
Simpler pension transfers took an average of just 11 days to complete in the lead up to the end of the 2024/25 tax year.