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
Women over 55 will receive nearly £6,000 less in pension income annually than men while spending £1,200 more than their expected pension income each year in retirement.
Four out of five financial service customers are either very concerned or somewhat concerned about tax increases from the new Labour government, according to a new survey.
Pension trustees have been urged to act ahead of the looming Pensions Dashboard staging dates to avoid unnecessary costs, protect member benefits, and ensure a smooth transition to their endgame strategy.
The majority (95%) of financial advisers believe that the incoming inheritance tax liability on pensions is their clients’ greatest current financial concern, according to a new report.
A new FCA consumer study has found that younger people - those aged 18-40 - are impulsive and heavily influenced by social media when it comes to investing.
The FCA has provisionally banned and fined two financial advisers over failings involving £126m of allegedly "flawed advice" pension transfers.