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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: 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.

  • 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.

  • 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.

Popular News

Latest News
AXA Wealth says it has set up its 600th Family Suntrust scheme, marking a millstone for the family Sipp plan. The average value per case is £726,000, says AXA Wealth.

The National Employment Savings Trust (NEST) has unveiled its national campaign to raise awareness of auto-enrolment.

The Office for National Statistics has revealed that 1.4m people are working past their pension age, double the figure of 20 years ago.

UK employees are still expecting to fully retire at 66 and spend 16 years in retirement despite financial worries, according to Aegon.

Women are expecting to retire on over £5,000 less a year than men, according to Prudential.

Pensions expert Steve Bee has launched a new smartphone app to support his JargonFree information brand.

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