Inheritance Tax: can this hack help you gift money tax-free?
With Inheritance Tax being widely discussed in recent times, Marianna joins Ed in this episode of the Personal Investor podcast to discuss the ‘normal expenditure out of income’ rule. Is this exemption one of the most powerful ways to beat IHT? Marianna’s article: https://www.fidelity.co.uk/markets-in... Capital at risk. ----- 0:00 - Intro 1:05 - What can be gifted for Inheritance Tax rules? 2:10 - What is ‘normal expenditure from income’? 3:05 - What is changing in 2027? 4:20 - Why this is a unique tax rule 5:55 - What counts as income for this rule? 8:08 - Can I use my capital to pay for annual family holidays? 9:41 - How is regular income defined? 10:32 - If I can save each month, can I gift the money at the end of the year? ---- Follow us on social media: Facebook: / fidelityinternationaluk LinkedIn: / fidelity-international Visit our site: https://www.fidelity.co.uk?utm_term=p... Get more insights: https://www.fidelity.co.uk/markets-in... Get updates to your inbox: https://page.ei.fidelity.co.uk/manage...
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