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Where Taxpayers and Advisers Meet

Growth of inherited pension tax free ?

Cyk
Posts:6
Joined:Sun Jul 14, 2024 4:31 pm
Growth of inherited pension tax free ?

Postby Cyk » Sun Mar 02, 2025 6:06 pm

Hi,
Ive looked around and cant see an answer. It might sound obvious but i cant see guidance on the gov nor other sites. So, please dont sigh +)
If my daughter inherits my pension, will the investments in it continue to grow tax free ? And does the value of it count towards my daughters own pension value ? ( Ie in terms if hitting higher limits and the effect on tax on withdrawal )
.
Thank you for your time and help.

AGoodman
Posts:1985
Joined:Fri May 16, 2014 3:47 pm

Re: Growth of inherited pension tax free ?

Postby AGoodman » Tue Mar 04, 2025 3:45 pm

If my daughter inherits my pension, will the investments in it continue to grow tax free ? Yes - assuming she chooses to leave it in the pension rather than take a lump sum
And does the value of it count towards my daughters own pension value ? ( Ie in terms if hitting higher limits and the effect on tax on withdrawal ). I think so but annoyingly don't know either. I think it should...


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