Nothing is certain except… death and taxes
Posted on Apr 19, 2019
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In a previous blog, we discussed the importance of making sure that the death benefits nomination form associated with your pension is up-to-date. Once you’ve
As part of our annual review with clients, we will consider their inheritance tax (IHT) position. Interestingly, most pensions
How your chosen beneficiaries benefit depends on the age at which you die. If you pass away before the age of 75, they can receive your pension savings tax-free. This is assuming
It makes sense to sit down and discuss this with your chosen beneficiaries
There’s an Awareness Week every May called ‘Dying Matters’ (organised by the charity Hospice UK)
This could be a time to talk about funeral arrangements, making Wills, telling people what our wishes might be at the end of our life and, also, mentioning anything money-related. Letting people know your wishes and tying up
If you’ve got
While this blog has looked at how pensions can be part of your inheritance tax planning, please