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Our TechVoice case studies explore client scenarios across a range of planning topics. Designed for advisers, they highlight how different approaches and decisions can shape client outcomes, providing practical insight into the challenges and considerations advisers face every day.
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Estate planning around 60% tax traps
When a pension holder dies after age 75, any benefits passed to beneficiaries are taxed as their income at their highest marginal rate. From 6 April 2027, most pension death benefits will also count toward the estate for Inheritance Tax (IHT) purposes.
TechvoiceRead moreJune 12, 2026
