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  • James Jones-Tinsley: Guided Retirement Duty could be game changer

    During May, the Pensions Policy Institute (PPI), sponsored by The Pensions Regulator (TPR), concluded that defined contribution (DC) pension savers – including those in SIPPs, as well as in Workplace Pensions - require more guidance when choosing suitable retirement products.

  • Lisa Webster: Overcomplicated rules are a threat

    It may be more than a year since the Lifetime Allowance was formally abolished but issues are still emerging from the mess made by rushed legislation.

  • Lisa Webster: To gift or not to gift?

    Since the announcement that pensions are to be included in estates for inheritance tax (IHT) purposes the question of whether those with large pension pots should be giving some funds away has become increasingly common.

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Entrepreneurs are more likely to choose to invest in property rather than a pension, according to new research.

The FCA has made significant changes to the rules on Packaged Retail and Insurance-based Investment Products (PRIIPs) in one of its first major moves away from EU regulation.

The Spring Statement ignores the needs of the elderly and will lead to a rise in pensioner poverty, according to Baroness Ros Altmann.

Inheritance tax planning is a major driver for 58 to 75 year olds seeking regulated financial advice.

Inheritance tax receipts for April 2021 to February 2022 hit a new record high of £5.5bn.

SIPP trustee and administration company Westerby Trustee Services has acquired fellow SIPP administrator CPPL.

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