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Average UK Inheritance Tax Bill Rises to £231,000

The average inheritance tax bill for estates liable for the charge reached £231,000 in the 2023/24 tax year, according to HMRC data. Inheritance tax receipts also increased by 5% to £7 billion in the same period.

  • In 2023/24, 4.72% of UK deaths resulted in an inheritance tax charge.
  • The proportion of estates paying inheritance tax is the highest since 2006/07.
  • Pensions are set to be included in estates for inheritance tax from April 2027.

The average inheritance tax (IHT) bill for estates that incurred the charge stood at £231,000 in the 2023/24 tax year. During this period, 30,400 deaths in the UK led to an IHT charge, representing 4.72% of all UK deaths.

This figure marks an increase of 0.10 percentage points from the previous year, making it the highest proportion of estates paying IHT since 2006/07, when it was 5.96%. Total inheritance tax receipts reached £7 billion in 2023/24, a 5% increase compared to the prior year.

The Office for Budget Responsibility (OBR) reported that inheritance tax raised £8.4 billion in 2024/25. The OBR anticipates this figure will rise to £14.7 billion by 2030/21. This projected increase is attributed to factors such as fiscal drag, the £2.5 million cap on 100% agricultural property relief and business property relief introduced in April 2026, and the inclusion of pensions as part of an estate for inheritance tax purposes from April 2027.

The standard inheritance tax threshold is £325,000, which can increase to £500,000 if a home is given to children or grandchildren, provided the estate is valued under £2 million. Strategies to potentially reduce IHT liabilities include lifetime gifting, such as using the annual exemption of £3,000 per year, which can be carried forward for one tax year if unused. Gifts made during a person's lifetime may also be exempt from IHT if the donor lives for seven years after making the gift, though the tax rate can taper off after three years.

Why this matters: More families are being affected by inheritance tax due to rising house prices and frozen tax thresholds, a phenomenon known as fiscal drag.

What this means for you: If you are considering how to manage your estate, understanding gifting allowances and discussing your plans with loved ones could be beneficial. Keeping detailed records of any gifts is important for potential HMRC inquiries.

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