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Tag Archives: death benefits
A few pension issues to consider
Informed Choice senior paraplanner Shelley McCarthy attended a technical workshop yesterday where a number of interesting pension planning issues were raised.
Should you still take tax-free cash?
Informed Choice chartered financial planner Martin Bamford looks at Treasury proposals to increase the tax on pension death benefits from 35% to 55%.
Posted in News, Retirement
Tagged 35%, 55%, age 75, consultation, death benefits, treasury, unsecured pension
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When I die, what happens to my annuity?
Informed Choice chartered financial planner Nick Bamford was featured in an article on thisismoney.co.uk recently, answering a question from a reader about what will happen to his annuity fund when he dies.
Posted in Press, Retirement
Tagged annuity, death benefits, nick bamford, Press, Retirement, thisismoney
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