The changing face of pension death benefits - the facts & planning opportunities

Presented by

Clare Moffat, Royal London

About this talk

The changes to death benefits have had a fundamental impact on advisers, their clients and also the beneficiaries of clients. However, there has also been an impact on their professional connections especially solicitors who are involved in estate planning. This seminar will briefly mention the law and some of the areas which are causing problems for advisers but it will also consider where advisers can add value to their professional connections by explaining areas where pension legislation may interact with other areas of the law. The session will focus on four main areas: • The difference between the law and schemes • Taxation of defined contribution scheme death benefits • IHT , the potential impact and the Staveley case • Public sector death benefits This session will consider the facts but also the planning that needs to be considered if your client wants to pass on their death benefits. Learning Outcomes: • Identify what death benefit choices are available. • Explain the taxation of death benefits. • Understand the impact of IHT on death benefits.

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