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Death benefits & inheritance tax
Pensions freedoms in 2015 introduced major changes to pension death benefit options and taxation. Here we provide some technical support to help you.
Case studies
Death benefits overview
Frequently asked questions
Frequently asked questions
Here we look at some of the questions we are asked most often.
Inheritance tax overview
Inheritance tax overview
In this article we look at the differences between individual savings accounts and pensions when it comes to inheritance tax.
In these case studies we look at inheritance tax on transfers.
Gifts made to anyone from your client’s estate are exempt from inheritance tax provided they survive for a period of 7 years from the date the gift is made. Here we explain how this works.
The Finance Act 2013 introduced a change which limits the deductibility of debts in certain circumstances. Here we explain the changes.
The House of Commons has produced a briefing paper on inheriting both state and private pension rights.
Calculate any potential inheritance tax liability based on an individual's assets and liabilities using our calculator.
Trusts overview
Trusts overview
A spousal bypass trust can be used to stop death benefits falling into the surviving spouse’s estate. Here we explain how this type of trust works.
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Ask any specific questions you might have about the world of pensions or protection to our technical experts.