In this sought-after session, Senior Technical Consultant, Lisa Webster explores the latest position on death benefits and inheritance tax.
The first episode in our pensions and inheritance tax series provides an important recap of the pension death benefit rules which will continue to apply in 2027 and beyond. This webinar also looks at the issue of trustee discretion when deciding who benefits, and how this will still be relevant in the new regime.
For deaths from 6 April 2027, pension death benefits will potentially be subject to both inheritance tax (IHT) and income tax. This webinar looks at how these taxes interact, the IHT reliefs available to pensions, and how the new rules might affect eligibility for the reduced rate of IHT when leaving gifts to charity.
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