Inheritance Tax Relief

Inheritance Tax Relief

Not everyone pays Inheritance Tax. It is only due if your estate – including any assets held in trust and gifts made within 7 years of death – is valued over the current Inheritance Tax threshold (£325,000 in 2015/16).

Some gifts made during your lifetime are exempt from Inheritance Tax because of the type of gift or the reason for making it e.g. wedding/civil service gifts or small gifts.


Estate (property, money and possessions) Rate
0 - £325,000 0%
£325,000 and over 40% on anything above the threshold
if 10% or more of the estate is left to charity 36% on anything above the threshold
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on info@premierecapital.co.uk