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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
More than one in ten retirees spend less than an hour arranging their retirement plan, a survey has shown.

Wealth management firm Westbury Private Clients has launched a new Sipps package, which it claims is the first of its kind.

The pre-tax profits of Mattioli Woods rose by 13.5% to £2.86m in the six months to November 2013.

Financial Planners have been warned about failing to grab the opportunity to capitalise on the mass of medium sized businesses in need of auto-enrolment schemes.

More than 5,000 companies have told the Pensions Regulator they have met their auto-enrolment duties.

Suffolk Life has launched a bypass trust for all its Sipps to cut out possible inheritance tax risks.

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