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Pension Death Benefits North

Thoughts, stories, and musings.

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How Pension Death Benefits Are Changing in April 2027

A quiet shift that could reshape your estate plan If you have spent any time around pension planning, you will know that the rules have a habit of moving just when you think you have them mapped out. The next significant change lands in April 2027, and it concerns what happens to your pension when you die. For years, pensions have been treated as one of the most tax-efficient ways to pass money to the next generation. That is about to change in a way that many people have n

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