Potential double-taxation of pensions when the member dies over the age of 75 has led some people to think that the old normal of leaving the pensions until last is no longer the best option. However, the answer is more nuanced than it first appears. This session will look at case studies and the arguments for and against taking pension income first.
With pensions falling within the estate from April 2027, more clients are looking at ways of gifting from pensions during their lifetime.
This session will look at the options available in terms of both gifting lump sums and making gifts out of income, and the important factors to consider when making these decisions.
For professional advisers’ use only.
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