Bookmark Us
death benefits

Displaying items by tag: death benefits

From a pensions point of view the biggest news from the Budget was undoubtedly the fact that from 6 April 2027, pensions will fall into the deceased’s estate and therefore be liable for inheritance tax.

Published in Comment and Blogs
Wednesday, 20 December 2023 16:21

Lisa Webster: Pension death benefit concerns

When the first set of draft legislation on removing the lifetime allowance came out in July, it was the accompanying policy statement that caused the biggest stir rather than the legislation itself.

Published in Comment and Blogs
An ombudsman has ruled in favour of a widow who complained about a pensions firm, ordering it to pay nearly £80,000 in lump sum death benefits.
Published in Articles