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Lisa Webster: A thorny question of pensions and IHT

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Lisa Webster is senior technical consultant at AJ Bell Lisa Webster is senior technical consultant at AJ Bell

From a pensions point of view the biggest news from the Budget was undoubtedly the fact that from 6 April 2027, pensions will fall into the deceased’s estate and therefore be liable for inheritance tax.

Read 172 times Last modified on Friday, 15 November 2024 18:50