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Pension death benefits

2 years ago
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Senior Technical Consultant Lisa Webster talks pension death benefits in our latest ‘Off the Road’ webinar.

During this session, Lisa will use worked examples to look at the tax treatment of death benefits, who can be classed as a beneficiary, IHT issues and whether bypass trusts are still appropriate. All before rounding up with the key points to consider for your clients.

 

Lisa Webster

Lisa Webster

Senior Technical Consultant

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

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