Inheritance Tax
The latest news, updates and opinions on Inheritance Tax from the expert team here at MoneyWeek
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Cohabiting families could face £82,000 inheritance tax bill under new rules
Without the tax breaks of marriage, including pensions in inheritance tax calculations – even if the person who dies was too young to ever draw on it – could push many cohabiting couples into paying inheritance tax
By Laura Miller Published
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Nine ways to reduce your inheritance tax bill
The government has collected a record amount of inheritance tax in recent years – but these steps could help you cut your bill
By Katie Williams Last updated
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Inheritance tax to apply on pensions even if you die before age 55 – 'unbelievably unfair'
Pension savers who die before the minimum pension age will see their pots subject to inheritance tax, in addition to those above 55, the Treasury has confirmed. Experts warn this could put people off saving for retirement and “risks eroding trust in the pension system”
By Ruth Emery Published
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Is Reeves planning an inheritance tax raid on lifetime gifts? How rules could change
Chancellor Rachel Reeves reportedly has inheritance tax in her sights again with potential changes to limit the gifts loved ones can make in a lifetime said to be being considered for the Autumn Budget
By Laura Miller Published
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Most Brits unaware onshore bonds can help beat inheritance tax – here’s how
A little-known perk of certain types of bonds can let your loved ones off the hook when it comes to inheritance tax – but two-thirds of people have never heard of them
By Laura Miller Published
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Inheritance tax mistake costs families £350m – are you making this simple error?
Life insurance can provide your loved ones with a vital safety net if the worst happens. But to avoid inheritance tax on the pay out, you must write the policy in trust
By Laura Miller Published
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Should you give your children’s inheritance to charity?
Fears of misspent money, bad investments and creating spoiled offspring are causing high-net-worth parents to leave their money to causes other than their own children.
By Laura Miller Published
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Inheritance tax investigations catch out 1200 more families in HMRC crackdown
Where there is a suspicion inheritance tax has been underpaid, HMRC has extensive powers to check the deceased individual’s financial affairs and chase what is owed. Will you pay more?
By Laura Miller Published
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Thousands more pay inheritance tax with figures expected to double before decade’s end
Number of deaths triggering inheritance tax rose 13% in a year with more increases predicted as Rachel Reeves’ pension reforms apply from April 2027
By Laura Miller Published