Tax Planning Idea! - Save IHT by investing in pensions

Tax Planning Idea! - Save IHT by investing in pensions

Tax Planning Idea!

Pensions - Save IHT by investing in pensions

Pensions, of the correct type and in the right circumstances, can be outside of the scope of IHT on death and can therefore be used to pass value to the next generation in a tax efficient manner. It should not be assumed though that all existing schemes attract these benefits, and as such we recommend a review is undertaken by one of our specialists if confirmation has not been sought and obtained on this point.

As always, the key to successful tax planning is to seek advice as early as possible.

If you would like more information, or would like to discuss your tax affairs in more detail, please don't hesitate to contact our Tax Partners, Steve Crompton or Lucy Williams, on the details below:

 

Steve Crompton
Partner – Head of Tax
direct dial: 01942 292541
mobile: 07790 840394
email: steve.crompton@jsllp.co.uk
 
Lucy Williams
Tax Partner
direct dial: 01942 292543
mobile: 07807 053494
email: lucy.williams@jsllp.co.uk

 

 

 

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