Skip Header

Does a pension make sense if you pay inheritance tax on it?

Ed Monk

Ed Monk - Fidelity International

Play video

Today on the show - Jemma Slingo helps us examine whether pensions are still the best home for your money if you expect that money to be passed on to your children. Upcoming changes mean inheritance tax could be charged on unspent pension money you pass on - we’ve got the numbers to show the impact it will have.  

Important information: The value of investments and the income from them, can go down as well as up, so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. Overseas investments will be affected by movements in currency exchange rates. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Subscribe to podcast:

 Apple Podcasts

 Spotify

 TuneIn

 Omny

Share this podcast

What you could do next

Stay up to date with market data

Get the latest share prices, market data, news, factsheets and performance charts for FTSE companies.

Understand the investment landscape

Watch Tom Stevenson's analysis of the global markets and key asset classes for the next 12 months.

Look for opportunities

Search through the thousands of investments we offer with our powerful investment finder tool.

Latest articles

The hidden risks of investing in emerging markets

Why the AI boom could leave investors exposed

Tom Stevenson

5 stocks to watch in November

A roundup of some of the stocks set to make the headlines

Jemma Slingo

Want to invest but don’t know where to start?

Our ready-made ISA might be the answer

Becks Nunn