UK England & Wales

draft

IHT thresholds, intestacy rules, IFPA 1975 eligibility, temporal legislation tracking for England & Wales.

Jurisdiction
GB-ENG
Legal Systems
common law
Version
1.0.0
INHERIT Compatibility
>=1.0.0 <2.0.0
Last Verified
2026-03-26
Responsible Organisation
Testate Technologies Ltd

Legal Sources

Inheritance Tax Act 1984, Administration of Estates Act 1925, Inheritance (Provision for Family and Dependants) Act 1975

Schema Properties

PropertyTypeRequiredFormatDescription
intestacyStatutoryLegacytemporal-ruleStatutory legacy amount under Administration of Estates Act 1925. As of 2023: £322,000.
nilRateBandtemporal-ruleIHT nil-rate band. Frozen at £325,000 since 2009.
residenceNilRateBandtemporal-ruleRNRB (main residence). Currently £175,000.
transferableNilRateBandbooleanWhether the unused NRB of a predeceased spouse is available for transfer.
transferableNilRateBandPercentagenumberPercentage of the predeceased spouse's NRB available for transfer.
inheritanceTaxRatetemporal-ruleMain IHT rate. Currently 40%.
cohabitantRightsobject
ifpa1975Eligibleobject[]Persons eligible to claim under Inheritance (Provision for Family and Dependants) Act 1975.
legislativeChangesobject[]

Maintainers

  • Testate TechnologiesTestate Technologies Ltdlead