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
People who switch from full-time to working part-time three days a week face a pension penalty of up to £119,000, according to new research.
The north east is the cheapest place to be a pensioner, with over-65s needing an annual income of £14,782 to cover spending, according to a new survey.
The FCA has ordered Newcastle-based wealth manager WealthTek Limited Liability Partnership to cease all regulated activities following the discovery of regulatory and operational issues.
The Financial Conduct Authority has revealed plans to raise its annual fee charged to its Financial Planning firm segment by 8.9% for 2023/24.
Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired Wimbledon-based Bespoke Corporate Pensions Limited (BCPL) for an undisclosed sum.
A new survey suggests that millions are deferring major life decisions such as retirement due to soaring living costs.