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
The Chartered Institute for Securities & Investment has been reprimanded by the Information Commissioner’s Office (ICO) following a data breach on 17 February 2020.
The Financial Conduct Authority has put plans to create a simplified advice regime on hold.
Almost nine in ten (86%) mass affluent pension savers expect the State Pension to be a vital part of their retirement income, according to a new report.
The Government has proposed banning cold calls offering any financial products as part of its plan to tackle fraud and scams.
The FCA has appointed three new chairs for its statutory panels.
More than 4 in 10 financial advisers expect the FCA’s new Consumer Duty - which came into effect on Monday 31 July - to hit profits due to the cost of complying with the new rules.