IHT on Pensions - Practical Guidance & Potential Problems for Personal Representatives

Introduction

It is now well known that IHT will be applied to pension funds for deaths after April 2027, but how will this work in practice and what problems might it present?

In this new virtual classroom seminar, an explanation will be provided of the processes which have been outlined and the various options which will be available for the various parties to consider.

This is must-know content for professional executry services to prepare your business for 2027.

What You Will Learn

This live and interactive course will cover the following:

• Refresher on how pension funds are inherited, covering the rules and tax treatment
• Explanation of the responsibilities and deadlines relating to the various parties
• Explanation of the options for settling the IHT associated with the pension funds
• Reviewing the process and considering the potential problems which may arise
• Practical solutions

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.