Latest Blogs
-
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).
-
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.
-
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.
-
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
The end of 2023 saw the rate of people transferring out of their DB pension fall to a five-year low, research from pensions consultancy XPS Pensions Group found.
The Financial Services Compensation Scheme (FSCS) has declared BSPS-linked South Wales-based Niche Independent Financial Advisers Ltd (FRN: 472635) as failed.
Total advised customers at platform and SIPP provider AJ Bell rose 8% year-on-year in the quarter ending 31 December, according to a trading update today.
Half (49%) of workers in the UK plan to work beyond State Pension age, with the average expected retirement age of 72.
The over-90s population in England and Wales grew by 2.1% over 2022 to a record high of 550,835 people, according to data from the Office for National Statistics.
The number of defined contribution pension transfers in 2023 soared by 22% to 1.2m despite predictions of a decline in the market.