3 articles tagged with Death Benefits.
The Lump Sum and Death Benefit Allowance (LSDBA) is £1,073,100 in 2026/27. Here's how it replaced the pension lifetime allowance for death benefits, and what's taxed above it.
Pensions sit outside your estate. Expression of Wishes guides trustees on who gets your death benefits. Tax rules before and after age 75, IHT changes from 2027, and how to update nominations.
A complete guide to pension death benefits: how DC and DB pensions pass on death, the Lump Sum Allowance, IHT changes from 2027, and why nominating beneficiaries matters.