14 May

Pensions, Death and Inheritance Tax

Death is an inevitable and generally accepted part of the financial planning process.  Interaction with inheritance tax use in inter-generational wealth planning has been a hot topic since pension freedoms.

On this webinar Mark Devlin, Senior Technical Manager (Pensions) will help you to gain an understanding of:

  • Death benefits available from pension schemes.
  • The importance of nominating beneficiaries correctly.
  • How pensions interact with the wider IHT regime.

Gain 60 minutes structured CPD.

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14th May 2020

10:00 am - 11:00 am

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