Tony Clark explains why some people are looking to use their retirement funds for legacy
Recent reforms to the way pension benefits can be paid out to loved ones have opened new estate planning
opportunities. Furthermore, they have changed the way some investors are using and designating their funds in
Tony Clark, Head of Retirement Marketing, looks at this in more detail.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and
may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual
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