A Bite-Sized Guide to Pensions as an Estate Planning Tool

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 short webinar will cover the following:

• A recap of the tax treatment of pension funds upon death
• The key changes leading from the abolition of the Lifetime Allowance
• The key points to consider, and action, for most pension arrangements, when advising on estate planning strategy
• The single most important feature to ensure that a pension has in place

This webinar was recorded on 27th January 2025

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