Claire Trott

'A lot of fear out there': SJP's Claire Trott on IHT on pensions

Tax planning

'A lot of fear out there': SJP's Claire Trott on IHT on pensions

‘Any change drives advice’, head of advice says

clock 29 June 2026 • 3 min read
Student loans present 'almost impossible' financial planning question

Your profession

Student loans present 'almost impossible' financial planning question

To be a 'burden' for years to come, advisers say

clock 28 May 2026 • 5 min read
Student debt and advice: 'Strong case' for it to be given greater attention

Your profession

Student debt and advice: 'Strong case' for it to be given greater attention

Overlooked but ‘shouldn’t be ignored’

clock 09 February 2026 • 8 min read
Senior pension figures question HMRC's 7.7 million salary sacrifice uptake figure

Pensions

Senior pension figures question HMRC's 7.7 million salary sacrifice uptake figure

‘It doesn't take much of an error in those figures to have no benefit whatsoever’

clock 15 December 2025 • 8 min read
Profession has 'responsibility to make financial advice and guidance more accessible'

Your profession

Profession has 'responsibility to make financial advice and guidance more accessible'

SJP’s Real Life Advice Report 2025

clock 20 November 2025 • 2 min read
Trusts: Advisers' IHT on pensions questions answered

Tax planning

Trusts: Advisers' IHT on pensions questions answered

Discretionary trusts, bypass trusts and more

clock 10 November 2025 • 5 min read
IHT on pensions overhaul risks fuelling scams against 'fearful' public

Your profession

IHT on pensions overhaul risks fuelling scams against 'fearful' public

Claire Trott calls for clarity on 2027 Budget reform that will bring pensions into estate tax scope

clock 16 May 2025 • 3 min read
A new tax year for advice: 'Tax planning is not done'

Tax planning

A new tax year for advice: 'Tax planning is not done'

Advisers urge clients to maximise their tax breaks

clock 08 April 2025 • 5 min read
Pre-Budget pension tax speculation 'damaging' client outcomes

Pensions

Pre-Budget pension tax speculation 'damaging' client outcomes

Conjecture driving savers to withdraw ‘excessive funds’

clock 07 October 2024 • 3 min read
HMRC stats show sharp rise in people breaching pension tax limits

Pensions

HMRC stats show sharp rise in people breaching pension tax limits

Chancellor felt ‘forced’ to act as number of people caught increased

clock 27 September 2023 • 5 min read