Basically, If I were to die (sooner than hoped) would monies tied up in the three investment types be passed on to my son (only dependent) on equal terms as part of my estate, and be subject to the same considerations for his Inheritance Tax burden?
I think I’ve seen mention that iDeCo would not (if I died before 60yo). Is this correct? The yearly tax benefits of iDeCo seem good, but not so much if all payments into this fund were to disappear (along with my state pension payments) on an early passing.
Also, are there any differences between the two NISA (2024+) types on such a life event happening, for onward inheritance purposes?
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by Seasider4374
