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By-Pass Trusts and Pension Death Benefits

01 November 2024

Pensions and IHT - all change from 6 April 2027
The October 2024 Budget announced that most pensions funds will be brought into the estate for inheritance tax purposes from 6 April 2027

23 October 2024

Inheritance tax planning and pension flexibility
The taxation of money purchase death benefits, who can receive death benefits, inheritance tax and the interaction with By-Pass Trusts

19 August 2024

When should I use a spousal by-pass trust - a case study
What is a spousal by-pass trust, should I use one and how do I set it up?