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Inheritance tax planning - what about pensions?
Our webinar about inheritance tax and pensions covered a range of topics including:
- The basic duties of an Executor or Personal Representative when dealing with Pensions in Estate Administration
- How Pension Death Benefits are tested against the Lifetime Allowance (LTA)
- When a Pension may be included within an estate for Inheritance Tax (IHT) purposes
- The ways in which different types of Pension death benefits can be paid and to who
Due to the legislative changes since the time since recording this webinar is no longer available to watch back. To get up to date information and advice about your specific circumstances, please get in touch to speak to a qualified financial adviser.
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About the speakers
The webinar was delivered by Jonathan Ritterband and Tony Padgett.
| Speaker | Speaker |
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| Jonathan Ritterband | Tony Padgett |
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Partner |
Adviser |
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About Jonathan I help clients at a number of different stages in their personal and financial lives, from city professionals who are building their wealth to families that have accumulated a significant estate and are planning for retirement or looking to pass assets on to the next generation. |
About Tony I offer advice on pensions, investments, protection and inheritance planning bringing clarity, reassurance and comfort to clients. I take time to truly understand a client’s background, what is important to them, where they are in life and where they want to be. |
If you would like to discuss your financial situation and how we can help you, get in touch today and arrange a free initial consultation with an adviser.
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