It has long been the practice of HMRC that a transfer of pension benefits by an individual who is in serious ill health and who subsequently dies within two years of the transfer can give rise to an IHT charge in respect of the value of benefits transferred. There is now a legal case set to challenge this interpretation. DOWNLOAD HERE

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

For a copy of our full privacy notice, please click here

You have Successfully Subscribed!