OUR LATEST ARTICLE
inheritance Tax: What you need to know about the Seven Year Rule
OUR LATEST ARTICLE
inheritance Tax: What you need to know about the Seven Year Rule
One of the most effective ways to pass on wealth as tax-efficiently as possible is to use something called the ‘Seven Year Rule’.
In brief, this rule allows you to gift away portions of your estate whilst avoiding IHT liability, provided you survive for seven years following the gift. On the face of it this seems simple enough, and can be a brilliant tool to use, but as with anything tax-related, there are caveats and complexities to consider.
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