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LV= Succession Planning Webinar

Expert insight on succession planning for pension wealth

Following Pension Freedoms, there's been considerable debate around the continuing use and suitability of Trusts in passing down pension wealth to future generations.

To explore when and where trusts could still be important, we had John Woolley of Technical Connection with us for our CPD eligible webinar, which was hosted by our Regional Business Development Manager, Dave Elliott.

In the webinar hosted on 10 May 2016, we explored the following:

  • Overview of the current position on death benefits
  • Update on the recent Finance Bill 2016 relaxations, dealing with the taxation of lump sum pension death benefits and relaxation on the IHT treatment of flexi-access drawdown funds
  • Comparison of the benefits and planning opportunities when considering flexi-access drawdown v by-pass trust
  • Case study comparing the different approaches for different circumstances
  • Introduction of the new LV= By-Pass documentation

Transcript available on request.

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