Cascading Wealth

In this short video, Lisa Webster, Senior Technical Consultant - AJ Bell, tells us who can be a beneficiary of a pension fund and the importance of making nominations. Lisa also outlines why bypass trusts are still relevant in today’s pension freedoms world, and how funds can be passed on tax-efficiently.

Lisa Webster was a speaker at AJ Bell’s Luminary event on 20 June 2019.

Tax treatment depends on your individual circumstances and rules may change.

For professional advisers’ use only.

Not to be used by retail clients.

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