Inheritance Tax Alert: Gift Tax-Free Before Pension Tax Changes! | UK Tax Tips

Описание: Are you a UK resident looking to reduce your inheritance tax bill? This video breaks down how you can gift unlimited amounts of money tax-free, ahead of the upcoming pension tax changes in April 2027. Learn the 3 key rules to follow, including gifting from income, regular payments, and maintaining your standard of living. We'll also cover other gifting allowances like the annual £3,000 gift allowance, wedding gifts, and small gifts under £250. Avoid common mistakes and get expert advice on financial planning to secure your retirement.
Chapters:
0:00 Introduction
0:30 The Surplus Income Exemption Explained
1:00 Rule 1: Gifting from Income
1:30 Rule 2: Regular Payments
2:00 Rule 3: Maintaining Your Standard of Living
2:30 Other Gifting Allowances
3:00 Expert Advice and Warnings