News, Comment & Analysis results for pensions

Tax
18 August 2025

Inheritance Tax On Pensions Taking Its Toll On UK Financial Advisors – Flagstone

Incoming inheritance tax liability on pensions is forcing financial advisors to change the amount...

ESG
6 August 2025

Asset Managers Positive On Sustainable Investing, Despite US ESG backlash

Isio, a UK provider of consulting, pensions administration, investment and wealth advisory...

Surveys
3 June 2025

Wealth Transfer Top Priority For Advisors In 2025 – Schroders Survey

London-headquartered investment house Schroders launched its UK Financial Adviser Pulse Survey...

Tax
24 April 2025

A Rising Inheritance Tax Revenue Haul – What Next For UK?

Even before the election last year of a new UK government, the revenue raised from inheritance tax...

People Moves
22 October 2024

ZEDRA Names New Luxembourg Managing Director

ZEDRA, a global specialist in active wealth, corporate and global expansion, fund solutions and...

White Papers
9 October 2024

Embrace Open Finance Or Get Left Behind – Study

Open finance enables access and sharing of consumer data to even more financial products and...

Surveys
2 August 2024

HNW Individuals Seriously Underestimate Cost Of Comfortable Retirement – UK Survey

The survey coincides with speculation about how the UK government might tighten the tax screws on...

Tax
11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are...

Tax
16 March 2023

UK's Finance Minister Cheers Affluent Savers In Budget

Apart from abolishing the lifetime limit allowance on pensions – a move designed to encourage...

M and A
15 November 2022

ZEDRA Expands Pension Trustee Services Offering

This latest acquisition follows those of Inside Pensions, PTL Governance, Caledonian Trustees and...

Comment & Analysis results for pensions

Tax
23 February 2022

As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?

Investment vehicles that have certain tax advantages over time are more popular when certain...