Wealthy retirees are buying bigger houses and funding their grandchildren’s school... ‘I’ve worked in the RAF and NHS and own ...

A critical part of estate planning, then, will be figuring out what happens to that money when you die. The answer depends on the type of pension that you have. In some cases, you may be able to ...

Under current rules, if you die and there's money left over in your private pension, it's not treated as part of your 'estate ...

When you die - Old Benefits (Joined before 30 September 1996) Your retirement pension is payable for life. On your death, the following benefits may be payable: Five year guarantee If you die ...

In Oklahoma, I have asked the pension system if my spouse would get my pension when I die if I go first. There has not been an answer on same-sex spouses’ continuation of benefits. As you can ...

typically after they've been transferred from a pension plan. The funds are "locked in": they can't be cashed out unless you retire (the earliest age to do so is 55) or die. At that point ...

The fallout from the decision by Chancellor Rachel Reeves to impose inheritance tax on pensions gets worse by the day.

Pensions and farmers grabbed the headlines after the Budget inheritance tax raid but there is lesser-known element we should ...

If you die within five years of your pension starting the trustees will make a lump sum payment, which is currently free of inheritance tax. It will be equal to the pension payments you would have ...