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.
Popular News
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Female SIPP millionaires up by 31% in one year
The number of female SIPP millionaires at platform and investment provider Hargreaves Lansdown rose by 31% in 2025 compared to a 16% rise for male investors.
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Sheffield wealth manager fails after pension claims
Sheffield wealth manager Green Wealth Management Limited (FRN: 729066) has been declared in default by the Financial Services Compensation Scheme after being unable to meet claims against it.
The FCA is to give staff at regulated firms an additional 12 months to pass professional exams due to the Coronavirus outbreak.
Platform Transact has reported that quarterly Funds Under Direction fell 11% in the first quarter (to 31 March) from £39.31bn to £34.99bn, a drop of £4.4bn.
Financial advisers saw their turnover and client numbers grow strongly in 2019, a new study has found.
Chancellor Rishi Sunak has extended the consultation on scrapping the RPI inflation measure by four months to August.
Complaints about regulated firms topped 6m in the second half of 2019, according to data published by the FCA today.
Financial services firms expect to be hit with a major drop in business in the next quarter due to Coronavirus, according to the latest CBI/PwC Financial Services Survey.