23rd June 2015

Intergenerational planning – making the most of the new pension rules – Blog No.6

Not sure whom you want to pass your pension funds on to when you die? A discretionary trust might help. You are under 75… If you know whom you want to pass your funds on to, and you are under … Continued

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15th June 2015

Intergenerational planning – making the most of the new pension rules – Blog No.5

Your pension funds – their education, their first home In this series of blogs, we’ve been making the case for passing funds to beneficiaries via pension arrangements, as it allows the funds to be passed down the generations tax efficiently. … Continued

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2nd June 2015

Intergenerational planning – making the most of the new pension rules – Blog No.4

What do I need to think about if I am over 75? If you are 75 or over, your remaining pension funds are potentially taxable on your death, and the rate at which tax is payable depends on your situation. … Continued

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