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inheritance tax 2007/2008

  
Bands
Nil-rate band £0 - £300,000
40% £300,000 +
   
Exemptions
Annual gifts  £3,000
Small gifts £250 
Marriage gifts:
- parent£5,000
- grandparent£2,500
- between parties£2,500
- other£1,000
   
Transfers within seven years of death % of Death Tax Charge
0 – 3 years 100%
3 – 4 80%
4 – 5 60%
5 – 6 40%
6 – 7 20%
7+ 0%
   
Chargeable Lifetime Transfers
50% of death rate  
   

 

 

Contact Unizone for a free evaluation of your tax situation