Gifts And Inheritance Tax: 7 Year Inheritance Tax Rule UK

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  • Опубліковано 25 лис 2024

КОМЕНТАРІ • 11

  • @robhills2613
    @robhills2613 2 місяці тому

    Plus gifts from surplus income, for those in this fortunate position.
    And 10% dobated to charity in your will to obtain an IHT rate of 36%.

    • @cameronjamespensiontransfer
      @cameronjamespensiontransfer  2 місяці тому

      Correct, loads of little actions that when added up can all result in huge IHT savings, and a very happy family after you move on!

  • @CloudberryMusings
    @CloudberryMusings 2 місяці тому

    Taper relief only applies if the total value of gifts made in the 7 years before you die is over the £325,000 tax-free threshold.

    • @cameronjamespensiontransfer
      @cameronjamespensiontransfer  2 місяці тому

      That is correct. If it is below £325,000, then gifting is not necessarily required as an IHT tool, as there will be no tax to pay upon passing anyway!

  • @SteveB-nm7xb
    @SteveB-nm7xb 2 місяці тому

    Interesting to see how this changes in October - I suspect Rachel Thieves will change this dramatically (for the worse)…..let’s see 😮

    • @cameronjamespensiontransfer
      @cameronjamespensiontransfer  2 місяці тому

      Yes, I think many millions will be tuning in to watch. The statement that "those with the broadest shoulders should bear the heavier burden" certainly doesn't sound positive for many.
      Which changes would you be most concerned about?

    • @nigelsmith3144
      @nigelsmith3144 Місяць тому

      @@cameronjamespensiontransfer talk of the 7 year rule being extended to 10! If it's applied retrospectively that will be unfair to those that have planned!

    • @TaiwoOmotosho-m9v
      @TaiwoOmotosho-m9v 23 дні тому

      @@cameronjamespensiontransfer An updated video is crucial since the Rachel Reeves 's October 30 2024 budget. It's effective tax rate 67% IHT.Double Taxation

  • @peterwilliams6188
    @peterwilliams6188 8 днів тому

    Inheritance Tax is theft

    • @cameronjamespensiontransfer
      @cameronjamespensiontransfer  8 днів тому

      Hi Peter,
      May I know what is your personal reason to conclude the statement?

    • @peterwilliams6188
      @peterwilliams6188 7 днів тому

      @ Why should anyone who has worked all their lives have to pay tax on already taxed income when they die? It is unjust, immoral, greedy, and the characteristic of a communist, tyrannical government hell bend on politics of envy. IHT is theft of a diabolical kind, perpetrated by hypocrites and career politicians. It is also discouraging sound financial behaviours we should be welcoming for the good of the economy. Don’t lecture me on redistribution of wealth - it is THEFT.