Pension Inheritance Tax Pitfalls

28/02/2017

In most cases, pension benefits are free of Inheritance Tax (IHT) in the event of death and can be a very useful tax planning tool in the right circumstances.

Image result for iht photo

However, there are certain scenarios where pension contributions or transfers can be inadvertently caught in an ‘IHT trap’ where death occurs within 2 years and the member was in ill health at the time of ‘large or unusual’ contributions or a transfer.

If you would like more information based on your personal circumstances, please contact us >>

Written by Colin Caulfield | Director

Colin is a Chartered Financial Planner & Pension Adviser Of the Year Read more >>

Posts by (156)

Leave a Reply

Your email address will not be published. Required fields are marked *

Contact the Team

Call 020 8394 0954    Email

Where We Are

Stoneleigh Office: 77-79 Stoneleigh Broadway, Epsom, Surrey KT17 2HP

Whitton Office: 115b, High Street, Whitton, Twickenham TW2 7LG

Opening Hours

Mon - Fri  9am - 5.30pm