Lifetime Receipts Tax

Regular or Habitual Money Gifts for Inheritance Tax Planning

Published / Last Updated on 12/12/2018

HMRC has some basic rules of thumb when allowing regular or habitual money gifts for inheritance tax planning as normal expenditure from normal income and not affecting your standard of living or spending capital.

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Video explores property ownership under Tenants in Common Form A Restriction and the words "No disposition by a sole proprietor of the registered estate" to protect you....

> 10y3m

Property

Double Tax Risk When Gift Home to Children

Double Tax Risk When Gift Home to Children

Video looks at gift with reservation rules for inheritance tax and the risk of inheritance tax plus capital gains tax if you gift property and then derive a personal ...

> 10y5m

Inheritance

Excluded Property Trust Non UK Domicile

Excluded Property Trust Non UK Domicile

Video explains how a non UK Domicile foreign national resident in the UK can protect savings, investment, property and wealth outside the UK from UK inheritance using an excluded ...

> 10y5m

Inheritance

1 Million Inheritance Tax Property Allowance Con

1 Million Inheritance Tax Property Allowance Con

Video explores why you should still plan for inheritance despite the new £1 Million Inheritance Tax Property Allowance....

> 10y7m

Inheritance

Power of Attorney Maximum Money Gift

Power of Attorney Maximum Money Gift

Video explains the rules when you are appointed as Power of Attorney and what the Maximum Money Gift you make make to family members and expenses....

> 10y9m

Inheritance

Send Documents Overseas Apostille Seal

Send Documents Overseas Apostille Seal

Video explores the Hague Convention on legalising international documents, sending documents overseas with an Apostille Seal Certificate attached from the Foreign and Commonwealth Office (FCO)....

> 10y9m

Inheritance

Over Ninety Years Old Inheritance Tax Planning

Over Ninety Years Old Inheritance Tax Planning

Inheritance Tax Video. There are not many options for people in their nineties to save inheritance tax. Is this the inheritance saving solution for the over 90s?...

> 10y10m

Inheritance

Summer Budget 2015 Inheritance Tax

Summer Budget 2015 Inheritance Tax

Video looks at the changes to inheritance tax with the main home nil rate band inheritance tax allowance....

> 10y11m

Politics & Economy

Summer Budget 2015 Non UK Domicile Taxation

Summer Budget 2015 Non UK Domicile Taxation

Video looks at the changes to non domicile taxation for inheritance tax on residential property in Summer Budget 2015....

> 10y11m

Politics & Economy

Inheritance Tax Manifesto Promises

Inheritance Tax Manifesto Promises

Video explores the election manifesto promises made by many parties with regard to inheritance tax in UK and why we think it is all a con....

> 11y2m

Inheritance

3000 Pounds Annual Money Gift Explained

3000 Pounds Annual Money Gift Explained

Video explains the £3000 annual gift exemption for inheritance tax plus details of others gifts you can make that are immediately free of inheritance tax....

> 11y2m

Tax Planning

How Much Money Can I Give Away

How Much Money Can I Give Away

Video explores the misconception that you can only give away £3000 per year, it is much more than this, you just need to know the rules on Inheritance Tax....

> 11y2m

Advice Tips

Budget 2015 Deed of Variation Review

Budget 2015 Deed of Variation Review

The Chancellor confirms that the use of Deed of Variation will be reviewed for inheritance tax abuse but we believe it is all about care fees means test planning....

> 11y2m

Politics & Economy

Pension Saves Inheritance Tax

Pension Saves Inheritance Tax

Video looks at how pensions can be an excellent inheritance tax planning and may be now one of your main tools to reduce inheritance tax.Transcript:“Hello there. Pensions as an ...

> 11y3m

Pensions

Death Without A Will Intestacy 2014

Death Without A Will Intestacy 2014

Video looks at what happens if you die without a Will following new laws that started on 1st October 2014.Transcript:“Hello there. Right, some major changes that have gone on ...

> 11y8m

Inheritance

What Happens To Pension on Death April 2015

What Happens To Pension on Death April 2015

**Pensions Now Included in Estate for Inheritance Taxes in UK w.e.f. 06/04/2027** See: BTN_RED_VIDEO:2050 So be careful when leaving pensions to anyone other than your spouse/civil partner e.g. children. What Happens To ...

> 11y8m

Pensions

Warning When Give Money To Children

Warning When Give Money To Children

Video offers a warning that you should take financial advice when considering a money gift to children...

> 11y10m

Care

What Happens to Private Pension on Death

What Happens to Private Pension on Death

**Pensions Now Included in Estate for Inheritance Taxes in UK w.e.f. 06/04/2027** See: BTN_RED_VIDEO:2050 So be careful when leaving pensions to anyone other than your spouse/civil partner e.g. children. Video to explain ...

> 11y10m

Pensions

Discounted Gift Trust Rate Changes

Discounted Gift Trust Rate Changes

The current income assumption is 5.25%. As from the 1st of December 2013 HMRC will reduce the income assumption to 4.5%.When you invest in this trust, the value used ...

> 12y7m

Tax Planning

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