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FOR FINANCIAL ADVISERS ONLY

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Inheritance Tax and Pensions

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.
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IHT and registered pension schemes

There are many different types of registered pension schemes and a lot of flexibility for scheme members over the timing and form of benefits that can be taken. This can make the interaction with IHT complicated.

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