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Inheritance Tax treatment of lifetime gifts
This guide will provide you with information on the Inheritance Tax (IHT) treatment of gifts made during lifetime. With IHT allowances frozen until 2030, lifetime planning is now even more important than ever.
We have a tool which performs the IHT on gifts here: Lifetime gift calculator.
Need more help?
Speak to our experienced team. You can reach them Monday to Friday, 8.30am to 4.30pm, by either calling 02380 726 010 or emailing:
- Pensions technical queries – pensionstechnical@quilter.com
- Life and trust technical queries - taxandtrusts@quilter.com
The information provided in this article is not intended to offer advice.
It is based on Quilter's interpretation of the relevant law and is correct at the date shown. While we believe this interpretation to be correct, we cannot guarantee it. Quilter cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained in this article.