Tag Archives: IHT
Inheritance tax will apply to pensions from April next year
LCP have done more than any other consultancy to ensure the process of collecting IHT when due from pensions is fair and given time. Thanks to the Lords and Baroness’ who contributed The Executive summary between pages 3 and 5 … Continue reading
Posted in pensions
Tagged Alasdair Mayes, IHT, LCP, Pensions, Steve Webb, SteveWebb, Wealth
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Peers terrified of IHT on pensions when they die.
The House of Lords appears to be fighting a rearguard action to keep the wealthy wealthy if they choose to keep their pension savings in “pots”. Of course many rich people chose to take their pensions into pots in the … Continue reading
“Can I swap my pot for a pension to save my folk tax if I die?”
“Can I swap my pot for a pension to save my folk tax if I die?” I get a lot of correspondence from advisers on the impact of changes to taxation of inheritance tax on clients who don’t even make … Continue reading
Dealing with tax on unspent pension pots of the dead- Steve Webb
Steve Webb had delivered a set last week which to some extent he repeated this week, outlining the issues for those involved in dealing with unspent pensions of someone who has died. We can include the transcript of what Steve … Continue reading
Steve Webb; IHT and other pension tax changes – 10.30 today.
Click here to join the coffee morning today (9th) at 10.30 am We brought the Pension PlayPen session forward by half an hour last week to allow some people to hear McGrath and Keating on the run on/wind up debate … Continue reading
Posted in annuity, dc pensions, pension playpen, Retirement
Tagged IHT, LCP, pension playpen, Pensions, Steve Webb, Tuesday 10.30
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Sir Steve Webb; IHT Changes & Pensions – a discussion.
We brought the Pension PlayPen session forward by half an hour to allow some people to hear McGrath and Keating on the run on/wind up debate for occupational DB pension plans. Immediately after our pension was LCP’s session on … Continue reading
Posted in annuity, dc pensions, pension playpen, Retirement
Tagged IHT, LCP, pension playpen, Pensions, Steve Webb, Tuesday 10.30
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What Labour’s IHT change really does to DC pensions
This blog is from Russ Oxley. With over 25 years of experience in the financial industry, Russ brings a unique combination of expertise to the table. He started his career in the City in 1997, where he honed his skills … Continue reading
If you’re “confused over IHT” spend your pension while you live
Professional Pensions advises pension professionals to keep their eyes skinned for signs of how their wealthy clients and indeed themselves, will find their pension pot taxed when they die. Trustees want greater clarity on pension IHT rules: Sackers A third … Continue reading
What’s app n’ ing when you’re old and potty?
I’m shocked to find that later life has become such a complicated place. I am a simple person who wants to know what’s coming in in later life and what’s going out. I work around fixed income from wages and … Continue reading