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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.

  • 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.

  • Tilley: Rebooting the FOS makes sense

    I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.

  • 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.

  • Lisa Webster: Beware IHT and pensions double taxation

    One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.

Popular News

Latest News

Central Markets Investment Management (CMIM) Limited (FRN: 475828) has been declared in default by the Financial Services Compensation Scheme (FSCS).

Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.

Halo Invest is to launch a new adviser platform which will offer SIPPs and other investments. 

One in six adults, or 16%, are relying on gut instinct to estimate their retirement needs, according to research from pension provider Standard Life.

Platform and SIPP provider AJ Bell increased its platform customer numbers by 9% to 593,000 over the past six months, the business reported today in interim results.

The latest issue of Financial Planning Today magazine, our exclusive sister publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is ready to view.

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