Wyatt, Morris, Golland & Co.
Chartered Accountants
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Inheritance tax is a tax on chargeable transfers made by an individual during their life and on the value of their estate on their death. Various exemptions and reliefs are available.

The tax is also chargeable on certain settlements.

The tax applies to U.K. domiciled individuals on all chargeable transfers whether or not the property is within the U.K.

Due to various exemptions, tax applicable to life time transfers is generally not payable. However, if it is payable it is currently paid at half the death rate, provided the transferor does not die within seven years of the transfer. Death within the seven years will result in a marginal additional rate of tax.

The death rates applicable for 2004/2005 are:

Value of cumulative 
chargeable transfers

 Rate

£0 - £263,000 0%
£263,001 + 40%


We can advise on Estate and Will planning in order to make the best use of the reliefs and exemptions available.