Guide to pensions and family wealth planning
CPD
Approx.60min
- Describe some of the challenges around using pensions to pass wealth down the family
- Explain some of the rules on tax
- Identify the significance of expression of wishes forms
Guide to pensions and family wealth planning
- Describe some of the challenges around using pensions to pass wealth down the family
- Explain some of the rules on tax
- Identify the significance of expression of wishes forms
CPD
Approx.60min
Supported by
Introduction
By Melanie Tringham
Pensions are for many a substantial asset, and many may be asking if they can access it to help their family, either with life events or help with normal expenditure.
Some may be wondering about reducing their pension contributions, or wondering what to do if they are pushed into a higher income band.
Pensions come with complex tax rules, so it is important to be mindful when making one's financial decisions. Here we look at some of the options.
This guide is worth 60 minutes of CPD.
In this guide
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