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Bypass Trusts: Reassessing their role in a changing legislative landscape
16 Oct 25 1 min read
Before pension freedoms, it wasn’t uncommon for death benefits from a pension to be placed into a Bypass trust.
Since then, with the ability to pass pensions down the generations free of IHT, use of this type of trust has declined. Whether that's under the current rules, or once the proposed changes to pension and IHT land in April 2027.
In this session, Senior Technical Manager Neil Macleod looks at where we stand now and why the bypass trust still has a place in financial planning.
Neil Macleod (Senior Technical Manager, M&G Wealth)
60 minute session with approx 30 min Q&A I Structured CPD accredited by CII
Learning outcomes
By the end of this session, you will be able to:
- Describe what a bypass trust is and how it interacts with the pension regime
- Explain the Income tax and IHT implications of using a bypass trust
- Identify clients who could benefit from using a bypass trust to receive their pension death benefits both under current rules and in light of the proposed changes from April 2027
Registration details:
Thursday 16th October at 10 a.m.
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