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How being single can lead to a higher inheritance tax billWith more people living on their own and a greater number of estates set to be dragged into paying inheritance tax in the future, single people need to do what they can to mitigate a future tax headache for beneficiaries.
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How to get your finances in order before you dieGetting your finances in order before you die can give you peace of mind and make sure your money goes to who you want it to.
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The common ‘misconception’ about the inheritance tax seven-year ruleLarger gifts made less than seven years before your death may be liable for inheritance tax under the seven-year rule – but how that rule is applied is less well-known.
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How to avoid inheritance tax by giving your money awayRegular gifting can reduce your inheritance tax bill by tens of thousands of pounds. We explain how the rules work.
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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.
Opinion -
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.
