Inheritance Tax
Get news, expert opinions and analysis on inheritance tax from the team at MoneyWeek.
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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.
By Jessica Sheldon Published
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How you could cut your inheritance tax bill and boost a loved one’s pension potFamilies will be looking at ways to reduce their estate when pensions fall into the scope of inheritance tax from April 2027.
By Sam Walker Published
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Probate fees: the ‘cost of dying’ has increased sharplyThe Ministry of Justice has hiked the probate application fee by 75% – but experts said the increase would leave people feeling ‘ripped off’.
By Sam Walker Last updated
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How can you avoid an inheritance tax 'minefield' if you remarry?With pensions set to attract inheritance tax (IHT) from April, some families will need to plan carefully to avoid unintended disinheritance
By Sam Shaw Published
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What is a trust and should you use it to reduce your IHT bill?Changes to inheritance tax (IHT) rules means more people could be subject to tax on their estates. Some families are using trusts to reduce their liabilities, but what are trusts and should you use one?
By Sam Shaw Last updated
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Inheritance tax penalties surge 35% as more families pay upThe number of inheritance tax penalties for late returns has surged as more families are dragged into the tax net. Are you prepared for the 122-question form?
By Laura Miller Published
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MoneyWeek Talks: Are you prepared for new IHT changes?MoneyWeek Talks In our latest podcast, financial adviser Lisa Conway-Hughes runs through everything you need to know about the inheritance tax changes coming in April 2027.
By Kalpana Fitzpatrick Last updated
MoneyWeek Talks -
Inheritance tax scam warning – how to protect your pension pots ahead of 2027 rule changePensions will be included in estates for inheritance tax purposes from 2027 – but experts warn that savers should be wary of too-good-to-be-true avoidance schemes
By Laura Miller Last updated
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Pension inheritance tax paperwork nightmare – how to prepare to avoid penaltiesPensions will be included in inheritance tax calculations from April 2027 and your executors will have to shoulder the burden of finding all your unused pots. Here’s what you need to know.
By Laura Miller Last updated
