Bookmark Us

Latest Blogs

  • 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.

  • 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.

  • 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

Latest News
SIPPs remain a top three pension product recommended by financial advisers, according to a new survey by Defaqto.

Three in five 16-54 year olds (61%) have admitted that their nominated beneficiary or expression of wish form connected to their pension is out of date or they do not know the true position, according to new research.

Xafinity SIPP and SSAS has cut fees on its SimplySIPP product and upgraded technology for advisers.

A large number of ‘baby boomers’ - those aged 55-73 - have little appetite for investment risk and 39% have ‘zero’ willingness to take a risk with their money, according to a survey from a pension, investment and SIPP provider.

The Financial Conduct Authority has called on the investment sector and wealth managers to improve the way they disclose costs and charges to clients following a review of the sector which found shortcomings.

Xafinity-owner XPS Pensions Group has added Susan Middleton and Julia Falk to its expanding specialist investment transitions team.

Subscriber Login

Please log-in or register to read site content