Drawdown and IHT Gifts

Inheritance

Published / Last Updated on 07/10/2025

90+ videos explaining inheritance tax rules, inheritance tax rates, trusts, tax, discounted gift trusts, wills, loan trusts and ways to save inheritance tax.

Worried About How Inheritance Tax Will Be Paid Before Probate?
Worried About How Inheritance Tax Will Be Paid Before Probate?
Inheritance tax (IHT) is in the news seemingly everyday at present with record IHT revenues for HMRC, unused pension funds to be included in our estates on death from ...
2m4d
Inheritance
Change Mindset Inheritance Tax on Pensions Use Fixed Term Annuity Excess Income Gifts
Change Mindset Inheritance Tax on Pensions Use Fixed Term Annuity Excess Income Gifts
We have already covered the fact that in the Autumn Budget 2024, Chancellor Rachel Reeves announced that unused pension funds will be included in the estate calculation for inheritance ...
3m4d
Inheritance
Change Mindset Inheritance Tax on Pension Scheme Trustee Pay Outs on Death
Change Mindset Inheritance Tax on Pension Scheme Trustee Pay Outs on Death
We have already covered the fact that in the Autumn Budget 2024, Chancellor Rachel Reeves announced that unused pension funds will be included in the estate calculation for inheritance ...
3m8d
Inheritance
Change Mindset Inheritance Tax versus Pensions Tax Relief - Still Worth Saving?
Change Mindset Inheritance Tax versus Pensions Tax Relief - Still Worth Saving?
We have already covered the fact that in the Autumn Budget 2024, Chancellor Rachel Reeves announced that unused pension funds will be included in the estate calculation for inheritance ...
3m9d
Inheritance
Change Mindset as Inheritance Tax on Pensions Means Retirement Strategy Reset
Change Mindset as Inheritance Tax on Pensions Means Retirement Strategy Reset
We have already covered the fact that in the Autumn Budget 2024, Chancellor Rachel Reeves announced that unused pension funds will be included in the estate calculation for inheritance ...
3m10d
Inheritance
Pay Advice Fees from Pension Fund Due to IHT on Pension Funds
Pay Advice Fees from Pension Fund Due to IHT on Pension Funds
You may or may not be aware but unused pension funds on death will be included in your estate from April 2027 and therefore, potentially subject to inheritance tax. ...
3m29d
Inheritance
Putting Your Home or Other Residential Property in Trust
Putting Your Home or Other Residential Property in Trust
The inheritance tax nil rate band of £325,000 per person has been frozen since April 2009 and will remain frozen until at least April 2028, that’s a staggering 19 ...
5m17d
Inheritance
Cheap Whole Life Insurance in Trust to Pay Inheritance Tax Bill
Cheap Whole Life Insurance in Trust to Pay Inheritance Tax Bill
Our wealth is under ever increasing attack by successive governments from inheritance taxes on death: Nil rate band allowance of £325,000 has not been increased since 2009. Residence nil rate band ...
6m
Inheritance
Use Agricultural and Business Property Relief 2026 with a Discretionary Trust
Use Agricultural and Business Property Relief 2026 with a Discretionary Trust
Our wealth is under attack by the current government to raise taxation ever higher. Inheritance tax (IHT) liabilities are getting larger and larger. Frozen inheritance tax nil rate band at ...
6m
Inheritance
When is Inheritance Tax Payable When You Are Alive?
When is Inheritance Tax Payable When You Are Alive?
Most people think that Inheritance Tax (IHT) is a tax payable on estates over IHT nil rate bands (IHT NRB) and IHT residential nil rate bands (IHT RNRB) at ...
7m13d
Inheritance
Pension Flexible Drawdown and Gifting from Normal Income to Avoid IHT
Pension Flexible Drawdown and Gifting from Normal Income to Avoid IHT
It is well documented now, after the shock of Rachel Reeves’ October 2024 Budget, that unused pension funds on death will be included in your estate for inheritance tax ...
8m4d
Inheritance
Unused Pension IHT? Drawdown Pension and Spend It Do Not Save/Invest It
Unused Pension IHT? Drawdown Pension and Spend It Do Not Save/Invest It
It is well documented now, after the shock of Rachel Reeves’ October 2024 Budget, that unused pension funds on death will be included in your estate for inheritance tax ...
8m5d
Inheritance
Winding Up IHT Loan Trusts and Discounted Gift Trusts
Winding Up IHT Loan Trusts and Discounted Gift Trusts
We have covered many times on this site the inheritance tax planning benefits of inheritance loan trusts and discounted gift trusts. This video deals with winding up or closing ...
9m3d
Inheritance
Inheritance Tax and the 7 Year Gifting Rule
Inheritance Tax and the 7 Year Gifting Rule
Pub Talk It is often a misconception, we call it ‘pub talk’, that the maximum you can make financial gifts for inheritance tax purposes is £3,000 per year. It is also ...
9m18d
Inheritance
Inheritance Tax on Pensions so Use Trusts in Your Will
Inheritance Tax on Pensions so Use Trusts in Your Will
We have covered the use of Nil Rate Band Will trusts and Property Life Interest trusts many times on this website to protect from inheritance taxes and care fees ...
10m23d
Inheritance

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