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WBR Group

'Deep-rooted mistrust': The great pension disconnect hindering savers

Pensions

'Deep-rooted mistrust': The great pension disconnect hindering savers

'Until a coherent, long-term framework emerges, confusion will persist and grow'

clock 25 September 2025 • 4 min read
'A challenge that must be faced': Closing the gender pension gap

Pensions

'A challenge that must be faced': Closing the gender pension gap

Latest DWP gender pension gap figures make 'uncomfortable reading'

clock 05 September 2025 • 4 min read
IHT on pensions pre-55 slammed as 'brutal'

Pensions

IHT on pensions pre-55 slammed as 'brutal'

HMRC confirms those under minimum pension age will see IHT applied on their pots

clock 12 August 2025 • 2 min read
Why commercial property is much more than a self-invested pension asset

Pensions

Why commercial property is much more than a self-invested pension asset

'It's perfectly understandable that clients can become emotionally invested in a commercial property'

clock 08 August 2025 • 4 min read
Why documentation is king in the world of SSAS

Pensions

Why documentation is king in the world of SSAS

'SSAS documentation - it isn't just best practice or a fiduciary requirement'

clock 04 July 2025 • 4 min read
Understanding UK money habits: FCA's 2024 Financial Lives report key takeaways

Regulation

Understanding UK money habits: FCA's 2024 Financial Lives report key takeaways

'Survey highlights significant challenges in financial resilience and pension savings'

clock 12 June 2025 • 5 min read
Interconnections: SIPP/SSAS taxable property

Pensions

Interconnections: SIPP/SSAS taxable property

The consequences of holding taxable property in a SIPP or SSAS can be onerous and will offset the tax advantages offered by such a pension solution, warns Caitlin Southall

clock 12 May 2025 • 4 min read
Business' tax year planning – a reminder on carry forward

Tax planning

Business' tax year planning – a reminder on carry forward

'The carry forward rules can be difficult to navigate'

clock 31 March 2025 • 4 min read
SSASs and developing property: Everything advisers need to know

Pensions

SSASs and developing property: Everything advisers need to know

Property development within a SSAS ‘huge benefit for SME business owners’

clock 12 March 2025 • 5 min read
IHT shake-up: What will come of SSAS discretionary death benefits?

Pensions

IHT shake-up: What will come of SSAS discretionary death benefits?

'Essential that issues are addressed and rectified in the draft rules'

clock 17 February 2025 • 4 min read
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