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Posted at 24 Mar, 10:04h in Wealth Extras by The Bloomsbury Wealth Team
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Death and taxes – It has long been the practice of HMRC that a transfer of pension benefits by an individual who is in serious ill health…

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



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