
Senior Tax Manager Zoe Chandler sets out why a pension can do more for an estate than simply fund retirement.
For those who will not spend it all, No.20 member Milsted Langdon makes the case that a pension can do double duty: growing tax-efficiently towards retirement, and sitting outside the estate for Inheritance Tax purposes besides.
Writing on the firm's own pages, Senior Tax Manager Zoe Chandler sets out how to strike the right balance between pension and other savings, so that later-life planning and estate planning pull in the same direction rather than working against one another.
Characteristically clear counsel from a firm that makes rather a habit of it. The full note is on the Milsted Langdon website.
Source: Milsted Langdon ↗
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