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Pensions, death and tax.

23 Jan 25 1 min read

Pensions, death and tax.

The treatment of pensions on death has come under the spotlight since the Autumn Budget, when the Government announced their intention to bring discretionary pension schemes into the scope of IHT from April 2027.

With pensions just another asset for IHT purposes, what if anything should we be thinking about when it comes to IHT planning? The session will last for around 60 minutes, with plenty of time afterwards for the usual Q&A.

Les Cameron (Head of Technical, M&G)

In this session, he takes a walk through the pension death benefit landscape – where we've been, where we are right now, and what the future may hold. 

up to 90 minutes (including Q&A)     I     Structured CPD accredited by CII and CISI 

Learning outcomes

By the end of this session, you will be able to:

  • Describe the tax treatment of pension schemes on death
  • Explain the key elements of creating an IHT plan
  • Evaluate potential solutions for individuals whose pensions may be caught up in the IHT net

Register

10 a.m. Thursday 23rd January 2025

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