Is passing the pension fund directly on to the spouse/next generation the best option for all clients?

Learning objectives

In this session we covered…

• Is passing the pension fund directly on to the spouse/next generation the best option for all clients?

Looking at the tax and admin problems that trustees face.

Learning objectives

In this session we covered…

• Is passing the pension fund directly on to the spouse/next generation the best option for all clients?

Avoiding unforeseen IHT. Getting it right for clients that require more than one solution.

Learning objectives

In this session we covered…

• Looking at the tax and admin problems that trustees face.

Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income.

Learning Objectives

In this session we covered…

• Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income.