Gareth James: Making sure death benefits aren't overly taxing

Practical tips pre and post-death

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Gareth James: "The trustees will not be asking questions for the sake of it – they will be asking so they can reach a decision more quickly and to reduce the chances of a later challenge."
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Gareth James: "The trustees will not be asking questions for the sake of it – they will be asking so they can reach a decision more quickly and to reduce the chances of a later challenge."

Gareth James outlines some basic areas where a real difference can be made in achieving better outcomes for clients when it comes to death benefits

A significant amount has been written on the changes to the taxation of death benefits since major changes were introduced from April 2015. This is hardly surprising given the changes created a raf...

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