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
Adviser platform Transact has added a Blackrock-run model portfolio service (MPS) to extend its choice of discretionary investment managers.
Prime Minister Liz Truss has relieved Guy Opperman MP of his duties as Minister for Pensions and Financial Inclusion.
SIPP provider @SIPP has won a tender to provide administration services for Royal London’s SIPP book.
Over one in five (21%) of over-40s have already pushed back their planned retirement date due to the cost-of-living crisis, according to new research.
Adviser platform Transact has launched a training academy for new staff as it aims to restore its service levels to previous standards.
SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May thanks to a rapid acquisition programme.