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Average annuity value soars 160% in 5 years
The average value of an annuity has soared 160% since 2021, according to newly-published client data from Hargreaves Lansdown.
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Lisa Webster: The tax tail must not wag the dog
At the end of July, we had confirmation that the Government is ploughing ahead with plans to include “unused” pension funds in a deceased’s estate for inheritance tax (IHT) purposes.
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Pension saving strong but gender gap remains an issue
Pension savers have maintained strong contribution levels in the first half of 2025, sustaining the record momentum seen in 2024, according to new analysis of their own customers by PensionBee.
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IHT on unused pensions pre-55 ‘unbelievably unfair’
Plans to make the unused pension pots of people who die before the minimum pension age subject to inheritance tax, have been termed ‘unfair’ by SSAS provider the WBR Group.
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Pension transfer times fell after tax year end
Simpler pension transfers took an average of just 10.8 days to complete as the industry moved out of the busy tax year end period and into early summer.
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