Thinking about taking your pension lump sum and putting it into a discretionary trust? It's a question that needs careful consideration. As part of our Adviser vs AI project, we're exploring whether artificial intelligence can provide financial guidance that matches a professional adviser's expertise. Today's video examines the pros and cons of gifting Defined Benefit or SIPP lump sums into discretionary trusts. There are potential Inheritance Tax benefits, but there could also be additional cha

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