Pensions and IHT update - guiding clients through the IHT maze

To claim your CPD certificate, test your knowledge with the questions below.

Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below
 

1.      The primary responsibility for payig IHT on pension assets form April 2027 lies with?

A.      Beneficiaries

B.     Personal Representatives

C.     Pension Scheme Administrators

D.     Pension Scheme Trustees

2.      From April 2027 Death in Service pension payments will be?

A.     Exempt regardless of beneficiary

B.     Only exempt if paid to spouse

C.     Only exempt if paid to charity

D.     Included in the estate

3.     How many steps are in the new pension and IHT process?

A.     Two

B.    Three

C.     Four

D.     Five

1.      The primary responsibility for payig IHT on pension assets form April 2027 lies with?

A.      Beneficiaries

B.     Personal Representatives

C.     Pension Scheme Administrators

D.     Pension Scheme Trustees

2.      From April 2027 Death in Service pension payments will be?

A.     Exempt regardless of beneficiary

B.     Only exempt if paid to spouse

C.     Only exempt if paid to charity

D.     Included in the estate

3.     How many steps are in the new pension and IHT process?

A.     Two

B.    Three

C.     Four

D.     Five

Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk

Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.