Neil MacGillivray unpicks the lessons of a case that shows not all payments of lump sum death benefits to a charity necessarily qualify as 'charity lump sum death benefits'
I had an enquiry lately where the member of a self-invested personal pension died in his late 70s. He had a substantial pension fund but had left no nomination and had no family. In his will he left his...
£3.4bn released last year
Potential IHT liability
September is World Alzheimer’s Month
Alzheimer’s is the most common cause of dementia
Joint life second death option added to relieve tax burden on couples gifting assets
Advice firm saves cricket club from folding during lockdown and other good news stories of the week…
Supporting local business
PIMFA Virtual Fest
Record outflows in March
Died from motor neurone disease