About the expert

Lisa is an Economics graduate with over 11 years’ experience in the financial services industry. Prior to joining AJ Bell in May 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Resources Team, responsible for providing regulatory and technical analysis to the business and outside world.

Latest articles from Lisa Webster

  • 14 September 2026

    Pension gifting: how the inheritance tax rules work

    From April 2027, unused pension funds, including SIPPs, will count towards the value of your estate for inheritance tax (IHT) purposes. This significant change will push more estates over the threshold to start paying inheritance tax, considerably increasing the tax bill for many. Understandably, this impending change has raised the issue of...

    5 min read
    Senior father and his young son on a walk