RWC Winter 2014 News Bulletin

27th November 2014

Those looking to pass on their pension fund received a boost when the Government confirmed they’re following through on their promise to scrap the current 55% tax charge on death. This means the tax system will no longer penalise those who draw sensibly on their pension fund, making pensions a very attractive wealth transfer wrapper.

In this issue:

• Making the most of your investments
• Pension estate planning gets a boost
• Auto-enrolment: employers need to be prepared
• The many guises of investment risks
• Lasting Powers of Attorney – why you need one
• A necessary protection review

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