Pensions, Death and IHT
Session: 14 May 2020
Death is an inevitable and generally accepted part of the financial planning process. Their interaction with inheritance tax use in inter-generational wealth planning has been a hot topic since pension freedoms. On this webinar, Mark Devlin, Senior Technical Manager helped you to gain an understanding of death benefits available from pension schemes, the importance of nominating beneficiaries correctly and how pensions interact with the wider IHT regime.
Presenter – Mark Devlin, Senior Technical Manager