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Where Taxpayers and Advisers Meet

Search found 4 matches

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by Jeffers613
Fri Nov 23, 2018 3:40 pm
Forum: Savings & Investments, Pensions & Retirement
Topic: PENSION COMMENCEMENT LUMP SUM
Replies: 3
Views: 7442

Re: PENSION COMMENCEMENT LUMP SUM

GOSH - 30 VIEWS AND NO REPLIES TO MY QUESTION!!!!
by Jeffers613
Thu Nov 22, 2018 2:20 pm
Forum: Savings & Investments, Pensions & Retirement
Topic: PENSION COMMENCEMENT LUMP SUM
Replies: 3
Views: 7442

PENSION COMMENCEMENT LUMP SUM

I need to know whether the PCLS - if UNUSED (or not fully used) by a deceased defined-contribution scheme holder, can be utilised by a nominated (or other) beneficiary? I have been told that the PCLS is a member-only benefit and therefore cannot be passed on - is this correct? Does anyone have a ref...
by Jeffers613
Fri Nov 17, 2017 4:25 pm
Forum: Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
Topic: INHERITANCE TAX FORMS
Replies: 2
Views: 40849

Re: INHERITANCE TAX FORMS

Many thanks, Mr Young
by Jeffers613
Thu Nov 16, 2017 4:24 pm
Forum: Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
Topic: INHERITANCE TAX FORMS
Replies: 2
Views: 40849

INHERITANCE TAX FORMS

I assume that an executor can obtain copies of IHT forms eg IHT 400 from HMR&C (where he/she has not taken copies or has lost them). What is the position of a 'power reserved' executor? Can he/she also obtain copies from HMR&C or must they first apply to the Probate Office for a full grant before th...

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