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Why your family needs to talk about inheritance tax nowOpinion More people are set to be dragged into the inheritance tax net, making it all the more important to talk about inheritance with your family.
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Thousands of families hit with inheritance tax bills on gifts – how to reduce your liabilityThousands of families have been hit with an inheritance tax bill in the last four years after making larger gifts – but there are other ways to reduce an IHT liability.
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Inheritance tax receipts continue to rise – can you reduce your bill?Increasing asset values and frozen tax thresholds mean that inheritance tax receipts are on the rise.
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Inheritance tax refunds: how to claim money back if asset prices fallIf you pay too much inheritance tax because the value of an inherited asset falls in price, you could be eligible for a refund.
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How writing a life insurance into trust can lower an inheritance tax bill – and why it should be structured correctlyMore families may be looking for ways to lower inheritance tax bills ahead of rule changes affecting most unused pensions from April 2027. Writing life insurance policies into trust is one such method.
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Should you withdraw pension to beat inheritance tax changes?Over-55s are taking their pensions at record rates to avoid loved ones potentially inheriting a 40% tax bill. Here are a few things to consider before you do.
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‘I’m a pensions and tax expert – watch out for six costly inheritance tax mistakes’More estates are forecast to be dragged into paying inheritance tax in years to come – if you’re one of them, there are some simple mistakes you’ll want to avoid.
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Should I give my property to my grandchildren before I die?Grandparents keen to help grandchildren onto the property ladder may consider gifting their own home before death. Here are inheritance tax rules to consider.
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The typical inheritance tax bill has jumped and more people will be affected – plan ahead nowRising house prices and frozen tax thresholds means the inheritance tax burden is set to grow – and it’ll surge further once pension pots are included in the net from April 2027. Thinking about inheritance planning has never been more important, says Jessica Sheldon.
