Your pension account will not normally form part of your estate for inheritance tax purposes. If you die under age 75 your pension can usually be paid to your beneficiaries tax-free. If you die over age 75 any remaining pension funds will usually be taxable at your beneficiary's marginal rate of tax. All benefit payments may be subject to relevant tax rules.
It's important to keep us informed of any changes to your beneficiaries.
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If you are new to Vanguard, please send us a message with email.
Getting help in difficult circumstances
Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.
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