PensionsJan 20 2025

Inheritance tax: too many unknowns make it hard to offer bespoke advice

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

To be able to describe some of the challenges around working out how IHT applies to pensions
To be able to identify any issues relating to annuities
To be able to explain some of the impacts of pension freedoms

To be able to describe some of the challenges around working out how IHT applies to pensions
To be able to identify any issues relating to annuities
To be able to explain some of the impacts of pension freedoms

CPD

Approx.30min

CPD

Approx.30min

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CPD

Approx.30min

Inheritance tax: too many unknowns make it hard to offer bespoke advice — © Envato Elements.Advisers are unlikely to recommend actions regarding IHT and pensions while uncertainty is rife

Les Cameron

Inheritance tax is, has been and no doubt always will be a very emotive tax. The Budget announcement that pensions will be added to the estate for IHT purposes has divided opinion among the public.

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CPD

Approx.30min

CPD questions are available on the last page of this article

Inheritance tax: too many unknowns make it hard to offer bespoke advice

Read the full story with a free account

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