3 articles tagged with Pension Death Benefit.
Why an expression of wishes form for your pension is not legally binding but still crucial in 2026/27, how scheme trustees use it, and why it needs updating after major life events.
The difference between nominee drawdown and successor drawdown for inherited pensions in 2026/27 — who can use each route, how the beneficiary's own death affects the fund, and the tax treatment.
How a spousal bypass trust can keep pension death benefits outside a surviving spouse's own estate in 2026/27, why it is used, and how the incoming pension IHT changes affect the strategy.