Skip to main content

beta This is a new service – your feedback will help us to improve it.

Money held in a SIPP - on death

gbforum
Posted Tue, 05 Mar 2024 18:38:07 GMT by gbforum
If you have money held in a SIPP, does its money count as unearned income and then be taxed to any beneifacters in a will ?? Or can that money be transferred tax free to a beneifacters SIPP ?? before/after death. How easy is it to transfer a SIPP on death to a spouse
HMRC Admin 20
Posted Wed, 06 Mar 2024 11:09:01 GMT by HMRC Admin 20
Hi gbforum,
Please refer to guidance at Tax on a private pension you inherit
Thank you.

You must be signed in to post in this forum.