Latest Blogs
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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.
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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.
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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.
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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.
Popular News
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TPR warns of rise in attempts to 'steal' pensions
The Pensions Regulator (TPR) has warned that fraudsters are increasingly trying to impersonate pension savers to steal their pensions.
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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.
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FCA green lights sale of troubled WH Ireland
The FCA has approved the takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc.
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53% of advised clients worrying about tax
More than half of advised clients (53%) say they are more worried about tax concerns than they were a year ago, according to a new survey of advised clients.
A former pension scheme trustee has been given a 10-month jail term, suspended for 12 months, after admitting using scheme funds to make five prohibited loans to entities connected to the scheme’s sponsoring employer.
Increasing numbers of over-50s are turning to self-employment to help boost their retirement savings, according to new figures.
Britons have lost out on £1.13bn of tax relief in the five years to 2020/21, according to Hargreaves Lansdown.
A major new study has found that a quarter of people (24%) are in the dark about the age they will receive their State Pension - including 10% of those aged 55 to 64.
The Spring Budget 2024 will take place on 6 March, the Treasury confirmed today.
Nearly seven in 10 financial advisers (69%) expect continuing pressure on client fees due to the impact of the Consumer Duty.





