Inheritance tax planning - what about pensions?

Listen back to the recording of our webinar about inheritance tax and pensions.

The webinar 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

 

 

About the speakers

The webinar was delivered on Wednesday morning by Jonathan Ritterband and Tony Padgett. In case you missed it, you can watch a recording of the live broadcast below.

SpeakerSpeaker

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Jonathan RitterbandTony Padgett

Partner

Adviser

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 consultation with an adviser. 

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