Richard Wadsworth was recently interviewed by Lexis Nexis Private Client, in association with the Private Client Dining Club, on one of their ‘hot topics’, the new pension death benefit rules.
The 10 minute Q&A video was shot at Lexis Nexis in London and is a good summary of the issues to consider in relation to pension death benefits.
Please call Carbon on 0131 220 0000 – or email Richard.wadsworth@carbonfinancial.co.uk, should you have any queries relating to the new rules.
We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.
Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2023
www.financial-ombudsman.org.uk
Client Account | Personal Finance Portal | Privacy Notice | Cookies