How advisers can defuse the pension IHT timebomb

The upcoming inheritance tax reforms on pension death benefits mean unused pension funds will be brought into scope for IHT, introducing new liabilities and greater administrative complexity. For financial advisers, this changes how death benefit nominations are structured as well as the increasing role of personal representatives. More than ever, it means proactive planning and client engagement are more important. Professional Adviser’s Retirement & IHT Hub brings together expert insights from Triple Point to offer practical guidance for navigating these new IHT reforms, helping advisers...