Pension death benefits

Senior Technical Consultant Lisa Webster talks pension death benefits in our latest ‘Off the Road’ webinar. During this session, Lisa will use worked examples to look at the tax treatment of death benefits, who can be classed as a beneficiary, IHT issues and whether bypass trusts are still appropriate. All before rounding up with the key points to consider for your clients. The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.