Pensions are expected to be included in estates for inheritance tax purposes from 2027 - but experts warn that savers should ...

Retirees are facing delays lasting weeks to access their pensions following ... that pension pots would no longer be exempt ...

But transferring for inheritance tax planning purposes is one of the very few examples of when a switch might make sense. If you’re already in a defined-contribution scheme and considering using ...

Because owner-occupied housing was not included in pension means testing, it was in effect a taxpayer-funded inheritance subsidy scheme, Mr Daley said. “I think there are any number of reasons ...

Describe the impact of the IHT and pension changes on blended families Explain the role of scheme administrators in an estate Identify the impact on pre-nups Describe the impact of the IHT and ...

“For instance, if they are left to your estate, they could be subject to inheritance tax. “But if they are left under the discretion of the scheme trustees, then this can be avoided.

Payments are at the discretion of the scheme administrator to preserve the fact that inheritance tax is not normally payable on such payments, but keeping the scheme up to date with your intention ...