Pension Freedoms and Legacy Planning

Published: 6 May 2019

FT Adviser reports “It has been over four years since the Budget announcing pension freedoms. Legislation effective from 6 April 2015 resulted in a significant change in the options for taking money from pensions and the definitions surrounding death benefits, and how they are taxed. Lots has happened in that time, but are pensions really being cascaded through the generations?” Read the full article.

As part of reviewing your pensions our advisers at Cotswold Independent Financial Services look at whether your pensions benefit from Pension Freedoms and if so, ensuring you correctly complete Death Nomination forms to ensure your hard-earned money can pass down as part of your legacy. It’s never too early to draw up a will to safeguard your wishes and protect the financial future of your family or your business.