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For financial advisers - compiled by our team of experts, qualified in pensions, taxation, trusts and wealth transfer.

HMRC have published draft legislation for both including pension death benefits within the estate for IHT and for the changes to business relief.

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Pensions

Pensions funding
Retirement benefits
- Taking benefits
- Transitional protections
Pension death benefits
- Lump sum & death benefit allowance
- Death benefits
Transfers
- DB to DC
- DC to DC
Workplace pensions
- Auto-enrolment
Investments
- Pension scheme investments
Overseas
- Transfers, Funding & Taking benefits
Other pensions info

IHT & Estate planning

Investments

Personal taxation

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