What happens to your pension when you die
Hargreaves Lansdown PLC group companies will usually send you further information by post and/or email about our products and services. If you would prefer not to receive this, please do let us know. Your personal data will remain confidential, and will never be passed to any other company, unless required by law.
Could you pass your pension on tax free when you die?
Rules introduced in April 2015 mean you can now build up your pension fund knowing you can not only draw on your savings without the previous restrictions from age 55, but also potentially pass on any unused savings to beneficiaries tax free on death before 75.
This free factsheet reveals:
- How pension wealth can be passed on to loved ones on death
- How those with joint life annuities could benefit
- What choices your beneficiaries might have
This factsheet is not personal advice. It is based on our understanding of current pension legislation, which is subject to change. Tax charges could be payable if the lifetime allowance of £1.03 million (2018/19) is exceeded. This factsheet is a broad summary and cannot cover every nuance. You should not take, or refrain from taking, any action based solely on this factsheet.
Verified by VeriSign
VeriSign has verified the rightful owner and operator of this web page. The seal verification also shows that this page has passed a daily malware scan.