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
Wealth manager Quilter has warned that 3.1m pensioners face paying higher rate or additional rate tax by 2027/28 due to fiscal drag, according to a Freedom of Information (FOI) data request.
Most retired people have numerous regrets when it comes to retirement planning, including failing to put a plan together early enough in life.
Pensions and SIPP provider @sipp has promoted finance director Steve Lancaster to a newly-created role of chief operating officer role after he was one of the two people behind a management buy-out of the firm earlier this year.
The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete in September following delays due to national security considerations.
The Financial Services Compensation Scheme has opened an investigation into failed DFM and SSAS investment firm Central Markets Investment Management (CMIM) Limited.
New research suggests that Individual Savings Accounts (ISAs) are at the heart of many people’s retirement savings plans.