

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!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Inheritance Tax in Britain
02:06 • 29min
Heat Pump Havoc: Noise and Choice
31:09 • 6min
Maximizing Capital Gains Tax Allowances Through Spousal Transfers
36:54 • 2min
The British ISA Cancellation: Impacts and Implications
39:05 • 4min
Revitalizing Local High Streets
43:25 • 12min
Understanding Petrol Pricing and Tax Breakdown
55:11 • 2min