Pension Death Benefits - Advising Your Clients on Efficient Strategy During Their Lifetime

Introduction

You are advising your client on estate planning matters, including their will and IHT planning, but they have a significant sum held in personal pensions that they are particularly concerned about, as they have heard that IHT will apply to them from 2027.

Aimed at solicitors focused on advising clients on estate planning, this new virtual classroom seminar will help you to understand the treatment of those funds on death and how they will relate to the rest of your client’s wealth, so that you can deliver a comprehensive strategy to them, covering all assets.

What You Will Learn

This live and interactive course will cover the following:

• 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

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.