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Inheritance Tax on Pensions: Experts Slam Plans as Unfair and Complicated

The UK government's plans to introduce inheritance tax on pensions have been met with criticism from experts, who argue that the system will become too onerous for families to navigate.

  • Inheritance tax on pensions is set to be levied on estates worth over £2 million
  • Families will have to chase up pension companies for vital information, adding complexity to the process
  • Experts warn that the system will be unfair and burdensome for many families

The UK government's plans to introduce inheritance tax on pensions have been met with criticism from experts, who argue that the system will become too onerous for families to navigate. According to the proposals, inheritance tax will be levied on estates worth over £2 million, including pension pots.

However, experts warn that the system will be unfair and burdensome for many families, as they will have to chase up pension companies for vital information. This includes details such as the value of the pension, any tax-free cash taken, and the date of death. The complexity of the process is likely to lead to delays and increased costs for families.

The move has been met with criticism from the pensions industry, with experts pointing out that the system is already overly complex. 'This is a recipe for disaster,' said a spokesperson for the Association of British Insurers. 'Families will struggle to navigate the system, and it will lead to delays and increased costs.'

The plans are part of a broader effort to raise revenue and address budget pressures. However, experts warn that the move could have unintended consequences, including driving people into tax avoidance schemes.

'We need a more comprehensive system that takes into account the complexities of pensions,' said a spokesperson for the Pensions and Lifetime Savings Association. 'This is a simplistic approach that will only serve to create more problems.'

The move is set to come into effect in 2025, giving families a two-year window to prepare for the changes. However, experts warn that the system will be difficult to navigate, even for those who are prepared.

'We urge the government to rethink these plans and come up with a more comprehensive system that takes into account the complexities of pensions,' said a spokesperson for the Association of British Insurers.

Why this matters: This move has significant implications for UK households and businesses, particularly those with large estates or complex pension arrangements.

What this means for you: What this means for you: If you have a large estate or complex pension arrangements, you may be affected by these changes. It's essential to seek advice from a qualified financial adviser to understand the implications for your specific situation.

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