Schemes and trustees urged to prepare now for IHT changes

Inheritance tax regime overhaul could create significant admin issues for schemes

Jonathan Stapleton
clock • 5 min read
Eleanor Daplyn: Trustees should be speaking to their administrators now and reviewing their processes, scheme documentation and member communications
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Eleanor Daplyn: Trustees should be speaking to their administrators now and reviewing their processes, scheme documentation and member communications

Trustees should start preparing now for significant changes to the inheritance tax treatment of pensions, Sackers urges.

The law firm said that from 6 April next year, most unused pension funds and death benefits will fall within the scope of inheritance tax (IHT), creating new responsibilities and potentially signif...

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