This is Money Podcast

The way to beat inheritance tax (but what's the catch?)

Sep 6, 2024
Inheritance tax is divisive, seen by some as double taxation. The discussion reveals strategies to minimize liabilities through gifting before death, with focus on the surplus income rule. Listeners learn about the importance of annual gifting limits and surviving the seven-year rule. Other intriguing topics include challenges with noisy heat pumps, the cancellation of the British ISA, and the declining fate of local high streets in the face of online shopping. It’s a mix of financial insights and pressing societal issues!
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