Inheritance Tax
The latest news, updates and opinions on Inheritance Tax from the expert team here at MoneyWeek
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Inheritance fights are on the rise – here’s why and what to do if it happens to you
Families are increasingly disputing inheritances, as age-related and economic factors force a tussle over the last will and testament of loved ones. What should you do if you find yourself in the middle of a fight over money?
By Laura Miller Published
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Inheritance tax investigations chase 14,000 bereaved families for underpayment
HMRC investigated a third more families over inheritance tax bills in the three years to April 2025 following a government crackdown on underpayments.
By Laura Miller Published
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Inheritance tax receipts rise to £7.1 billion as more families pay up
Inheritance tax receipts look set to hit another record high for Treasury this financial year
By Marc Shoffman Last updated
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How to navigate the inheritance tax paperwork maze in nine clear steps
Families who cope best with inheritance tax (IHT) paperwork are those who plan ahead, say experts. We look at all documents you need to gather, regardless of whether you have an IHT bill to pay.
By Laura Miller Published
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Inheritance tax investigations net HMRC an extra £246m from bereaved families
HMRC embarked on almost 4,000 probes into unpaid inheritance tax in the year to last April, new figures show, in an increasingly tough crackdown on families it thinks have tried to evade their full bill
By Laura Miller Published
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How Junior ISAs could help with inheritance tax planning
Looming inheritance tax changes will limit how much pension wealth can be passed on but more people may be maxing out their loved ones’ JISA allowance instead
By Marc Shoffman Published
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Double inheritance tax payment window for pensions and family businesses, Lords tell government
The government is pressing ahead with plans to charge inheritance tax on pensions, farms and other family businesses but there are warnings that it will be harder for executors to administer an estate and pay HMRC
By Marc Shoffman Last updated
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Six steps business owners should consider before April inheritance tax relief change
New limits to inheritance tax-free allowances are coming in from the Spring that affect business owners. Those looking to sell or transfer their assets into a trust before the changes need to act now
By Laura Miller Published
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What is a trust – and should you use it to avoid inheritance tax?
Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial advisers on the frontline of estate planning. We look at what trusts are and if they are right for you.
By Laura Miller Last updated
