Inheritance Tax
The latest news, updates and opinions on Inheritance Tax from the expert team here at MoneyWeek
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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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Cost of applying for probate to rise by 75% – what is it?The Ministry of Justice is set to hike the probate application fee on 13 July – but experts said the increase would leave people feeling ‘ripped off’.
By Sam Walker Published
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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 receipts fall to £0.7 billion in April – why more estates could be set to pay the ‘death tax’The government took £0.7 billion in inheritance tax in April, a fall from the same month in 2025, but more estates are likely to be dragged into HMRC’s net in the future.
By Marc Shoffman Last updated
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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
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The £1m inheritance tax-free allowance illusion – why many couples don’t get itThe maximum amount a couple can pass on free of inheritance tax is £1 million in assets – but the reality is often very different. We look at why the £1 million inheritance tax-free allowance might be less than you think.
By Laura Miller Published
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What is the 67% inheritance tax trap on pensions – and can you avoid it?Your loved ones could find themselves paying an effective tax rate of 67% once pensions are brought into the inheritance tax net from April 2027. The concern has sparked more – and higher – withdrawals from pensions.
By Laura Miller Last updated
