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
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Management buy out at former STM Group
The management buy out (MBO) of Global Pension Corporation (GPC), formerly known as SIPP and SSAS provider STM Group, has been completed today, the firm has said.
Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.
Flat fee investment platform Interactive Investor (ii) is to acquire acquire the direct-to-consumer retail customer book of rival EQi for up to £48.5m.
Financial Planning firm Truinvest - set up by two ex-Mattioli Woods colleagues - has acquired two adviser firms to add to the two it acquired last year.
One in five of Generation X are now saving less or spending down their retirement savings as a result of the Coronavirus pandemic, according to a new report.
The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification.
Hymans Robertson Investment Services has launched a discretionary model portfolio service in a move which sees it partnering with UK financial advisers directly for the first time.