Pensions as an Estate Planning Tool - The Key Points to Consider

Introduction

This short webinar will explore the use of pensions in estate planning and is suitable for those who advise private clients on estate planning matters, whether part of a legal or tax advice service.

The key points, applicable for most cases that you will come across, will be covered.

What You Will Learn

This webinar will cover the following:

• How pension funds are directed upon death
• The existing tax treatment of the funds, and how this will change when IHT is applied
• Practical points for advising clients on the pension structures and nominations
• The single most important feature that you should check is in place on your clients’ pension plans