Pension and Inheritance Changes Are Prompting Joined-Up Protection Reviews
As families revisit pension death benefits and inheritance planning, advisers are warning against treating life insurance as a stand-alone tax fix.
Some Estates May Be Overpaying Tax on Life Insurance Proceeds
Fresh reporting on inheritance-tax treatment has highlighted the cost of life insurance proceeds being paid into an estate when a suitable trust was intended.
Pension Death-Benefit Changes Put Estate Planning Under Review
Families are reviewing pensions, wills and life cover ahead of planned changes to the inheritance-tax treatment of unused pension funds and death benefits.
Inheritance-Tax Concerns Drive Fresh Interest in Life Insurance
Reports of rising demand for life insurance linked to inheritance-tax planning highlight the difference between family protection and estate-planning cover.