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Death Benefits


Death benefits flowchart

From April 2015 the death benefit rules are changing to allow for true intergenerational sharing of pension funds on death.

Pension transfers and potential IHT

Much has been said concerning HMRC’s ability to treat a pension scheme as within a client’s estate on death based on the fact they had transferred within 2 years of death. Here we briefly discuss when this may apply.

Continued relevance of bypass Trusts

The concept of bypass trusts have been around for a long time.

Financial Adviser Verification