Inheritance Tax and the 7 year rule - everything you need to know! #estateplanning #inheritance
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YouTubeWillow Tree Financial Services
Inheritance Tax and the 7 year rule - everything you need to know! #estateplanning #inheritance
Inheritance Tax is a hot topic right now, so let me explain the 7 year rule on gifts... If you gift assets, property, or money over and above your annual gifting allowance, this gift is called a potentially exempt transfer. Now, if you live for seven years from giving the gift, then this won't be counted as part of your estate. That means the ...
233 views9 months ago
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