New interactive investor poll sheds light on plans to adjust their retirement or estate planning before impending changes. (Source Interactive Investor)
Pensions and IHT: 54% of UK adults to adjust plans before 2027 changes Read More »
As unused pension funds come under the scope of IHT for the first time, Caitlin Southall looks at the consequences for SSAS…
IHT shake-up: What will come of SSAS discretionary death benefits? Read More »
The UK government has opened an enquiry into the use of AI in banking, pensions and other financial services and its potential impacts. (Source Investment Week)
MPs to scrutinise use of AI in financial services following DeepSeek launch Read More »
The pensions industry supports Rachel Reeves’ £160bn corporate surplus plan, provided retirees receive appropriate government protection. (Source City AM)
Pension industry backs Reeves’ £160bn investment drive Read More »
Prime Minister Keir Starmer and Chancellor Rachel Reeves will confirm government plans to lift restrictions on defined benefit (DB) scheme surpluses today (28 January). (Source Investment Week)
Keir Starmer and Rachel Reeves to confirm DB surplus release plans Read More »
The chancellor’s Budget announced unused pensions will be subject to inheritance tax from 2027, raising concerns for retirees and advisers. (Source FT Adviser)
‘Bringing pensions into scope of IHT adds unnecessary complexity’ Read More »
The government will bring inherited pensions into inheritance tax from April 2027. (Source FT Adviser)
Budget 2024: Inherited pensions move into scope of IHT from 2027 Read More »
Clients and advisers face significant uncertainty as the Budget approaches, writes Andrew Tully. Here he looks at potential changes to pensions which may or may not materialise…(Source Professional Adviser)
‘This time it feels different’: What could happen to pensions in the Budget? Read More »
The Resolution Foundation think tank has called on Rachel Reeves to introduce a range of reforms to inheritance tax, capital gains tax (CGT), and National Insurance on employers’ pension contributions, as the chancellor seeks to tackle the £22bn fiscal deficit in her forthcoming Autumn Budget. (Source: Investment Week)
Reeves urged to implement CGT and inheritance tax changes to address £22bn fiscal hole Read More »
Andrew Tully looks back at the King’s Speech and highlights areas of interest for financial advisers (Professional Adviser)
What next for tax rules under the Labour government? Read More »
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