Pensions unscripted: Pensions in a pod (UK) - From IHT to surpluses - are you ready for tax changes?

About this episode

The episode discusses the implications of upcoming tax changes related to pensions, including inheritance tax and DB surpluses.

In this instalment, Jeremy Goodwin speaks with James Ellis and Charlotte Cartwright about the practical implications of two significant forthcoming tax developments, the introduction of inheritance tax on certain pension benefits and the new ability to pay lump sums to members from DB surpluses.

People in this episode

Host: Jeremy Goodwin

Guests: James Ellis, Charlotte Cartwright

Topics covered

• pensions
• tax changes
• inheritance tax
• DB surpluses
• financial planning

Keywords

• pensions
• inheritance tax
• DB surpluses
• tax changes
• financial implications

Mentioned in this episode

Organizations: Eversheds Sutherland

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