Displaying items by tag: death benefits

Friday, 15 November 2024 18:45

Lisa Webster: A thorny question of pensions and IHT

Lisa Webster is senior technical consultant at AJ Bell

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.

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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.

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Widow wins £80k death benefit claim against pensions firm

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.

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