Coman & Company – Chartered Certified Accountants - South London

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Inheritance Tax

2009/102008/09
£ £
Nil rate band 325,000 312,000
Exemption for overseas domiciled spouse/ civil partner 55,000 55,000
Annual exemption per donor 3,000 3,000
Exemption on small gifts per donee 250 250
Wedding gift exemption: Child 5,000 5,000
Wedding gift exemption: Grandchild 2,500 2,500
Wedding gift exemption: spouse 2,500 2,500
Wedding gift exemption: Other 1,000

1,000

In 2010/11 nil rate band will increase to £350,000

 

2009/102008/09
% %
Transfers over nil rate band: Death 40 40
Transfers over nil rate band: Lifetime 20 20

Reduction in charge to inheritance tax for gifts made within seven years of death

 

2009/102008/09
Years prior to death % %
Less than 3 0 0
Between 3 and 4 20 20
Between 4 and 5 40 40
Between 5 and 6 60 60
Between 6 and 7 80 80