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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

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.