Death benefits – Facts and planning

education icon

The changes to death benefits have had a fundamental impact on advisers, their clients and also the beneficiaries of clients. However, there has also been an impact on their professional connections especially solicitors who are involved in estate planning.

This seminar will briefly mention the law and some of the areas which are causing problems for advisers but it will also consider where advisers can add value to their professional connections by explaining areas where pension legislation may interact with other areas of the law.

CPD learning outcomes - 60 minutes

timer iconAfter watching this webinar on death benefits, you'll understand: 

  • The difference between legislation and scheme rules
  • Taxation of defined contribution scheme death benefits
  • IHT, the potential impact and the Staveley case
  • An overview of risks and opportunities related to Public sector death benefits

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.