FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Death Benefits

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Death benefits flowchart

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

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.
highway

Continued relevance of bypass Trusts

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

Spousal Bypass Trusts

This basic guide lays out some key fundamental information that will need to be understood for the use of spousal by-pass trusts with different types of pension scheme structure.

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