Pension Inheritance Tax Pitfalls


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.

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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 >>

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