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Inheritance tax

Introduction to UK Inheritance Tax (IHT)

The legal and regulatory details shown at the end of this video have been updated since the video was created.

Please click here to view the most recent legal and regulatory details.

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This video focuses on UK inheritance tax, including; the nil rate band, potentially exempt transfers and chargeable lifetime transfers. The discretionary trust tax changes referred to in this video did not proceed as planned. In place of this legislation covering additions made to discretionary trusts on the same day were introduced.

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UK Inheritance Tax (IHT) exemptions

The legal and regulatory details shown at the end of this video have been updated since the video was created.

Please click here to view the most recent legal and regulatory details.

Useful links

This video explains a number of ways in which a gift can be made without being liable to inheritance tax through the use of exemptions, namely; annual exemptions, small gifts and normal expenditure.

Use the email link below if you have comments on the videos, suggestions for future topics, or if you’d like us to email you when a new video is available.

Ask-the-experts

After you've watched our video, take our short test and receive your self-certification document for your training records.

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Spotlight on our presenters

Rachael Griffin - Chartered Financial Planner Head of Trusts & Technical Solutions | Old Mutual Wealth

 

Rachael provides tax and technical guidance for the development and maintenance of our financial planning solutions to the UK, expatriate and international investors. This incorporates a product and trust range which covers markets as diverse as the UK, Middle East, Far East, Latin America and South Africa... Read more

Gordon Andrews  - Trusts and Technical Solutions Manager - Life and Investments | Old Mutual Wealth

Gordon Andrews provides tax and technical guidance for the development and maintenance of financial planning solutions to the UK, expatriate and international investors. This incorporates a product and trust range which covers markets as diverse as the UK, Middle East, Far East, Latin America and South Africa...Read more

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