Inheritance Tax

Aggregate chargeable value 2008/09 2007/08
upto £312,000 (£300,000) * 0% 0%
upto £312,000 (£300,000) 40% 40%

* The unused percentage of the nil rate band following the death of the first spouse, can be claimed by the executors of the second spouse to give them up to a maximum of two nil rate bands to use on the second death.

Reduced charge on life time gifts within seven years of death.

Years Between Gift And Death Rates
0-3 100% (100%)
3-4 80% (80%)
4-5 60% (60%)
5-6 40% (40%)
6-7 20% (20%)

Note: If a lifetime gift is chargeable when made, the tax already paid at half death rates cannot be reduced.

Exemptions to Inheritance Tax:

Anything given to husband or wife

Gifts not exceeding £3,000 (£3,000) in any tax year

Wedding gifts of upto
£5,000 (£5,000) for each child
£2,500 (£2,500) to each grandchild
£1,000 (£1,000) to any other