Pension Death Benefits – Advising Your Clients For The New Regime with Richard Johnston

25jun12:00 pm1:00 pmPension Death Benefits – Advising Your Clients For The New Regime with Richard Johnston

Event Details

In this session Richard will cover:

  • A refresher of the current taxation of pension funds on death
  • An overview of how IHT will be applied from 2027
  • How your clients might prepare and manage the pensions during their lifetime
  • Managing the death benefit nominations and aligning them with the Will
  • The traps to avoid, and the single most important fix that most miss
  • Practical tips for advising your clients, and understanding the line in the sand if you are a non-FCA-regulated adviser

Time

25 June 2026 12:00 pm - 1:00 pm(GMT+00:00)

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