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This is MoneyPension savers suffering ill-health now at risk of shock 40% inheritance tax bills after court rules in favour of HMRCThis is MoneyBequeathed pensions traditionally assumed exempt from inheritance tax; But Court of Appeal ruled against the family of a woman called Mrs Staveley; She transferred pension benefits into a personal pension scheme when she was terminally ill; HMRC argued ...Court rules pensions transferred in ill health liable to IHT hitCitywire.co.ukCourt ruling opens door for higher IHT billsMoney Marketingall 11 news articles »
Mirror.co.uk£13000 each in 'lost' pension savings waiting to be claimed - and here's how to find itMirror.co.ukThe government's free online Pension Tracing Service (0345 600 2537) can help you track down any lost money you may have available elsewhere. To track down a personal pension, you'll need the name of your provider as well as your national insurance ...and more »
Mirror.co.uk£13000 each in 'lost' pension savings waiting to be claimed - and this is how to find itMirror.co.ukThe government's free online Pension Tracing Service (0345 600 2537) can help you track down any lost money you may have available elsewhere. To track down a personal pension, you'll need the name of your provider as well as your national insurance ...and more »
Citywire.co.ukCourt rules pensions transferred in ill health liable to IHT hitCitywire.co.ukHowever HMRC challenged her decision and applied IHT on her personal pension which passed to her sons and argued the pension transfer was a chargeable lifetime transfer, or transfer of value, as it intended to reduce the value of her estate for IHT ...Court ruling opens door for higher IHT billsMoney Marketingall 11 news articles »
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Standard Life to compensate over botched pension collections - Money Marketing

Money MarketingStandard Life to compensate over botched pension collectionsMoney MarketingIn order to help replenish the amount drawn down, Ms M wished to pay an extra £300 per month into the fund from her personal account. Standard Life contacted Ms M to confirm the pension fund transfer, at which point it also told her the regular £300 ...17-05-2018

Money Marketing

Standard Life to compensate over botched pension collections
Money Marketing
In order to help replenish the amount drawn down, Ms M wished to pay an extra £300 per month into the fund from her personal account. Standard Life contacted Ms M to confirm the pension fund transfer, at which point it also told her the regular £300 ...

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