Tag Archives: QNUPS
Thoughts on death, tax and pension dashboards
In the Autumn Budget 2024, the government announced several measures to reform Inheritance Tax and deliver what it calls “a fairer and less economically distortive tax treatment of inherited wealth and assets”. This includes a measure to make most … Continue reading
QROPS and international SIPPs are due a reset
The collapse of Brite Advisers is the latest in an overlong list of failures involving QROPS. According to the Australian Securities and Investment Commission, who have frozen Brite’s assets under management, the firm advised on close to $700m of money … Continue reading
Hartleys in a jam – the future’s not Brite
SIPPS – due diligence needed When I was starting AgeWage, it was suggested that we could become a consolidation agent and own a SIPP which would be our way to monetise the service. I was introduced to several SIPP platforms … Continue reading