Private pensions: act early to avoid a big inheritance tax bill
Private pensions: act early to avoid a big inheritance tax bill
Frozen inheritance-tax thresholds mean HMRC is taking ever more in death duties. But there are steps you can take to avoid it, says David Prosser.
18 May 2022
Estate planning
Estate planning
Many find the idea of discussing inheritance uncomfortable, but failure to plan properly can leave your heirs with a hefty inheritance tax bill. This …
19 Oct 2021
How your pension can cut your inheritance tax bill
How your pension can cut your inheritance tax bill
Your retirement savings can help you maximise the amount of money you leave to your family.
11 Oct 2021
How can you avoid paying inheritance tax?
How can you avoid paying inheritance tax?
Middle-class families are being trapped by a tax designed for the rich reports Alex Rankine. He explains ways which inheritance tax (IHT) can be avoid…
12 Aug 2021
“Raise inheritance tax”, says the OECD. Governments won’t need to be told twice
“Raise inheritance tax”, says the OECD. Governments won’t need to be told twice
The Organisation for Economic Cooperation and Development is urging its members to increase their inheritance taxes. Saloni Sardana looks at what the …
18 May 2021
Inheritance tax bills are set to rise – will you be caught out?
Inheritance tax bills are set to rise – will you be caught out?
The number of people who actually pay inheritance tax is very small. But more and more estates are set to be dragged into its net, says David Prosser.…
30 Apr 2021
How to minimise your inheritance tax bill
How to minimise your inheritance tax bill
Fiscal drag will ensure that more people pay inheritance tax. Here’s how to minimise your bill.
16 Mar 2021
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How to avoid inheritance tax by giving your money away
How to avoid inheritance tax by giving your money away
Ruth Jackson Kirby explains how to avoid inheritance tax by passing money on to your family while you are still here.
24 Nov 2020
Mind the inheritance-tax trap when transferring your pension
Mind the inheritance-tax trap when transferring your pension
Transferring your pension could incur inheritance tax for your heirs, says David Prosser.
9 Sep 2020
Are you due a refund on your inheritance tax bill?
Are you due a refund on your inheritance tax bill?
If you’ve paid inheritance tax recently, you may well be due some of your money back. Here’s how to tell
23 Jun 2020
How to navigate the probate process
How to navigate the probate process
Death can create a great deal of paperwork. Here’s what to do if you need to apply for probate.
15 Jun 2020
Pass on your pension without paying inheritance tax
Pass on your pension without paying inheritance tax
The 2015 pension reforms make it easier for you to ensure your heirs avoid inheritance tax when you die
29 Jan 2020
The return of the wealth tax
The return of the wealth tax
The changing political climate, particularly in the US, has put the idea of wealth taxes back on the agenda. But does this make economic sense?
9 Nov 2019
One example of the madness of our inheritance tax rules
One example of the madness of our inheritance tax rules
Our system of inheritance tax is needlessly complicated, says Merryn Somerset Webb. Here, she outlines one way in which the well-off could save over £…
14 Oct 2019
Prepare for big changes to inheritance tax
Prepare for big changes to inheritance tax
Inheritance tax – Britain’s most detested tax – is set for an overhaul.
17 Jul 2019
Boris Johnson and the sugar tax
Boris Johnson and the sugar tax
Our probable new prime minister wants to scrap the levy on sugary drinks introduced by some of his predecessors. Would that be a good move?
13 Jul 2019
Inheritance tax: just abolish the entire thing
Inheritance tax: just abolish the entire thing
Why not abolish inheritance tax and replace it with a gift tax on the recipients of unearned cash – wherever it comes from?
11 Jul 2019
Passing on your pension when you die
Passing on your pension when you die
Your pension can be a valuable part of inheritance-tax planning, says David Prosser.
3 Apr 2019
Inheritance tax fears for pensions
Inheritance tax fears for pensions
A landmark court case could bring certain pensions under the inheritance tax umbrella.
2 Nov 2018
Beware: executors are liable for inheritance tax
Beware: executors are liable for inheritance tax
Make sure you’re up to date on the responsibilities that come with being an executor before you agree to take on the role.
1 Jun 2018
A foolproof way to avoid inheritance tax. Or is it?
A foolproof way to avoid inheritance tax. Or is it?
It is possible to pass on a lot of money to your heirs and pay no inheritance tax. But the plan has some rather large flaws, says Merryn Somerset Webb…
14 May 2018
Tax the living, not the dead
Tax the living, not the dead
We should abolish inheritance tax, says Merryn Somerset Webb, and replace it with a gift tax, paid at the recipient’s tax rate.
1 May 2018