Families could face 91% tax hit on inherited pension pots
New calculations produced by NFU Mutual, the financial advice firm, show that in some extreme scenarios, estates could…
Tax on multiple pension pots will create admin chaos
Pension savers need to consolidate scattered pension pots into one place to prevent an admin nightmare for their…
Inheritance tax risks and pension pot calculations
It’s now less than nine months until unused pensions will be included in calculations for inheritance tax (IHT)…
Inheritance tax, pension pots and deprivation of assets
Pension tax changes could leave families facing huge care home bills if they do not undertake careful inheritance…
Preparing for probate: documents executors need
Making sure clients have all their documents in order, either online or physically stored, will help the probate…