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
Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.
A Government scheme allowing people to fill gaps in their National Insurance records will come to an end on 5 April.
Platform provider Nucleus is set to buy SIPP and SSAS firm Curtis Banks for £242m in an agreed cash offer with the aim of creating a major retirement investment platform.
Wealth manager and SIPP provider Mattioli Woods has reported revenue rose by 10% to £54.9m (1H22: £49.9m) for the six months ended 30 November.
Defined Benefit pension schemes enjoyed an “unprecedented” £400bn fund improvement in 2022, according to pension consulting and admin firm XPS Pensions Group.
Anthony Arter and Keith Skeoch have both been honoured in the King’s first New Year’s Honours' List for services to the financial sector.