Pension death benefits and the tax implications
As pensions can play a dynamic role in terms of succession and inheritance tax planning, FundsNetwork uncovers the various technical aspects involved in a series of articles and videos. They look at the type of death benefits payable and the tax implications under both defined and money purchase schemes. To find out more, check chapters 3, 4 and 11 of their 'Retirement planning and pension toolkit'.
The State Pension: the new vs. the old
In this technical guide FundsNetwork examines the differences between the new and the old State Pensions and the options open to clients should they wish to boost their entitlement by deferring their State Pension. Chapters also include:
- Checking entitlement and making up for shortfalls
- Inheriting a State Pension
- Payment and tax treatment of the State Pension
Tax and pension technical content all in one place
The whole area of retirement planning is arguably more complex than ever before, so FundsNetwork has pulled together a range of topics that have been popular with advisers and paraplanners in recent months. The toolkit allows you to easily navigate to the content of most interest to you.
Chapters include:
- The State Pension
- Death benefits from different pension arrangements
- The pension lifetime allowance