Lifetime allowance dilemmas and pension death benefits

Lisa will evaluate whether it is appropriate to draw pension income in excess of the lifetime allowance, looking at the factors to take into consideration. This will include an exploration of the death benefit options available and how to pass funds on in the most tax-efficient manner. Finally, she will provide an update on the treatment of pension transfers in ill health, and the implications for inheritance tax.

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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