Inheritance Tax - 10 Things You Must Know

Inheritance tax is around 40-50 per cent, and just addsexempt from paying tax on inheritances.
another terrible thing to think about at a very hard time.7. One of the ways is if the inheritor lived abroad for 3
As well as having to cope with the loss of a lovedyears in a 20 year period. Perhaps because many
one, perhaps a parent or grandparent, there are legalpeople are choosing to live abroad where the cost of
implications of somebody dying too.living is lower, and the weather is better, more people
Here's what you need to know about inheritance taxwill be exempt from paying this tax in the future.
1. Inheritance tax must be paid by individuals or families8. If the assets are overseas then inheritance tax is
who have inherited something following a death.not payable. With people having property abroad or
2. This tax is also known as death duty, and is onlyliving in different countries, or having foreign bank
paid on the items inherited, rather than the whole valueaccounts, this is not as unlikely as it may first seem.
of the estate at the time of death.9. There is no tax payable if a property is handed
3. Inheritance and estate tax are not the same. Estatedown 7 years before death. Perhaps if you know that
tax is concerned with the value of the estate as ayour parents or grandparents are getting older and
whole, and inheritance tax is only payable on items thatfrailer, or have medical conditions, and they don't want
have been inherited to an individual or a family.their home to be sold to pay off inheritance tax, then
4. Anything that is valuable, such as property jewellery,they might consider handing it down sooner they
antiques and other collectible items as well as anyintended to.
investments and insurance policies are subject to this10. There are also other ways to avoid having to pay
taxthe vast amounts of inheritance tax, and to ensure
5. The good news is that only inheritances worththat items can stay in the family at this very difficult
£325 000 or more are subject to tax. However,time. An experienced inheritance tax solicitor or
with houses worth a lot more than when they werefinancial advisor will be able to advise you based on
bought, especially if they were bought by grandparentsyour own circumstances.
a long time ago for example, or houses in major citiesNow you know a bit more about what happens after
such as London, it is very easy to reach this threshold.the death of a loved one, perhaps now is the time for
6. There are ways, however, of minimising the amountyou to think more about inheritance tax.
of tax payable, or and it's even possible to be legally