4: What Happens To Your Pension When You Die? | Retire Well Podcast скачать в хорошем качестве

4: What Happens To Your Pension When You Die? | Retire Well Podcast

In this episode of the Retire Well with Wealth of Advice podcast, financial planners Joe Phillips and Matthew Sinclair explore the critical topic of pension death benefits. From state pensions and annuities to defined benefit and defined contribution pensions, they break down the rules, options, and tax implications for passing on your pension. Key takeaways include: How pensions impact inheritance tax and legacy planning. The importance of updating your pension death benefit nominations. Real-life examples of effective pension planning for families. Whether you're planning for retirement or securing a financial future for your loved ones, this episode is packed with actionable advice and insights. Don't miss it! 🎧 Subscribe for more retirement tips and financial advice. #RetireWell #FinancialPlanning #PensionAdvice Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. This video is for educational purposes only and is not financial advice.