Resource Centre

Glen Callow

Financial Services Administrator

align="LEFT">Prime Wealth Planning (our regulated financial planning arm) is looking to recruit a full-time Financial Services Administrator to join their expanding team, based in our Solihull office.
Glen Callow

25 Apr 2017

Pensions tax treatment on death

Alongside the changes from April 2015 to the access of pension funds, significant changes were made to the tax treatment of pension funds on death. This factsheet summarises the rules which may allow a pension fund to pass free of all taxes on the estate of the deceased and free of all taxes on the beneficiaries of the pension fund.