Tag Archives: IHT
“Pension wealth” is subject to “EET” – exempt, exempt – but taxed when spent!
Jo Cumbo in an excellent article charts the complexity to the rich of having money as “pension wealth”. The furore over IHT over pension “wealth” is a belief that for the rich, pensions were “EEE”, not “EET” as they are … Continue reading
Pensions and IHT – Really?
Here’s yesterday’s Pension PlayPen’s Coffee Morning – an ardent discussion on IHT and Pensions. Here is the video to go with it Click the disclaimer to watch the slides live or download the slides from this link. iht-on-pensions-really-pp-17-03-2026-pdffrom Henry Tapper
IHT on Pensions…today (Tuesday) 10.30 – entry here
Coffee Morning – IHT on Pensions…REALLY!!! CPD included Type – Teams Online When – Tuesday 17th March at 10:30am You are cordially invited to attend our next Coffee Morning. At this event we are delighted that Mark Plewes from WBR Group … Continue reading
IHT on Pensions…tomorrow (Tuesday) 10.30 – entry here
Steven Goddard CEO Pension Playpen Coffee Morning – IHT on Pensions…REALLY!!! CPD included Type – Teams Online When – Tuesday 17th March at 10:30am You are cordially invited to attend our next Coffee Morning. At this event we are delighted that … Continue reading
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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