A Summary of the UK Inheritance Tax Laws

p>Under British law, inheritance tax is charged to aand registered civil partners will not pay tax on the first
person's estate following their death and can be£650,000 of their estate. Tax is again then payable
summarised as following:at 40% on any amount over this. It is therefore tax
1. No inheritance tax is payable on the first £325,000effective for couples to leave everything to each
of your estate. This is called the nil rate band, if theother and then to their children.
value of your assets exceeds this amount, the excess3. Any gifts you make to individuals are exempt from
value will be liable to a 40% tax liability unless thoseinheritance tax provided that you live for seven years
assets are left to a spouse, civil partner or charity. Thisafter making the gift. However if you make a gift but
is known as an 'exempt' transfer.then continue to have an interest in it (for example, you
2. Under an exempt transfer your spouse, civil partnergive away a house but then live in it rent free) this gift
or charity will inherit your estate free of tax. Its worthwould be added back into your estate and would be
remembering that unless you make a will your estateliable to inheritance tax. If you died within the seven
may not automatically pass to your spouse andyear threshold, inheritance tax is reduced after three
inheritance tax may be applied. This tax benefit mayyears on a sliding scale to provide you with some
only be used on the death of the first spouse/civilrelief. This is known as 'Taper Relief'.
partner. In addition to this, the surviving spouse/partnerIt is strongly advised to consult a solicitor or use a
can also benefit from a transfer of the first partners nilreputable online will writing service when making a will.
rate tax band. Effectively this means married couples