The Personal Investor

Inheritance tax: what people get wrong about the 7-year rule


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Today on the show, if you know anything about inheritance tax, it’s probably that you can give your money away and, as long as you survive 7 years there’s no tax to pay.

But do you really understand the 7-year rule for IHT? That’s the focus today.

Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

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The Personal InvestorBy Fidelity International

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