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Article

What to do about someone’s pension when they’ve died

When someone dies, their pension will usually pass to the people they nominated or pay an income to their dependants. If you’re able to, it’s best to let the...
Article

What happens to my pension when I die?

Your pension money can usually be paid to someone else when you die, depending on the type of pension you have. Here’s what you need to know about pension death...
Article

A guide to Inheritance Tax in the UK

When someone dies, their estate may be subject to Inheritance Tax before anything is passed on. Here's what you need to know.
Article

Tax-free pension lump sum allowances

You can usually take up to 25% from each of your pensions as tax-free lump sums, provided the total is less than £268,275. We explain the lump sum allowance ...
Article

Inheritance Tax rules on gifts

Giving money away while you're alive can reduce how much your estate is worth after you die. This might reduce how much Inheritance...
Article

What to do when someone dies and leaves a will

Even if someone leaves a will, sorting out an ‘estate’ (all money, investments, personal pensions, property, possessions) can still be hard to figure out. Some...
Topic

Tax and pensions

Pensions have a unique feature – your savings are normally boosted by extra money from the government, called tax relief. You can also usually take some of your...
Article

How tax works on pension income

Your pension is usually counted as part of your earnings, so you’ll pay tax on any income above your tax-free allowances. Here’s all you need to know, including...
Article

How to get your finances in order before you die

This guide is here to help you take control of your finances and make sure your wishes are carried out. Taking these steps at your own pace can give you and ...
Blog post

Is the 25% tax-free pension lump sum ending or changing?

No changes to the 25% tax-free pension lump sum were announced in the 2025 Autumn Budget. Here’s what you need to know.

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Article

What to do about someone’s pension when they’ve died

Article

What happens to my pension when I die?

Article

A guide to Inheritance Tax in the UK

Article

Tax-free pension lump sum allowances

Article

Inheritance Tax rules on gifts

Article

What to do when someone dies and leaves a will

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Tax and pensions

Article

How tax works on pension income

Article

How to get your finances in order before you die

Blog post

Is the 25% tax-free pension lump sum ending or changing?

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