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17th December 2015

Canada Life Death Benefits & Legacy Planning – Part 2

With the introduction of the pension freedoms back in April the rules around death benefits were changed in terms of tax treatment and flexibility. These changes have opened up the opportunities for IHT planning and put into doubt the relevance of the Spousal Bypass trust. The second part of our article looks at the benefits and drawbacks of using spousal bypass trusts and beneficiary’s drawdown, as well as other opportunities for using pension planning to mitigate IHT

Videos and tech-casts from our ican Technical Services Team are available on our dedicated website.

Pensions, Retirement

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