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Merryn Talks Money

Merryn Talks Money

How to Turn Income Into an Inheritance Tax Break

Sep 16, 2026 · 22 min · 15 segments

Merryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of changes to the IHT…

Merryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of changes to the IHT treatment of pensions in April 2027. See omnystudio.com/listener for privacy information.

Merryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of changes to the IHT…

Speakers: Sarah ColesGuestMerryn Somerset WebbHost

Show signals: PopularityPopulartop 10%

Top entities: Inheritance tax×8 Stephen Root×4 HM Revenue & Customs×7 Monks Investment Trust×6 United Kingdom×6

Inheritance taxEntity
98%8 mentions
Stephen RootPersonAmerican actor
94%4 mentions
HM Revenue & CustomsGovernment OrganizationGovernment department
90%7 mentions
Monks Investment TrustCompany
86%6 mentions
United KingdomCountryCountry in Europe
82%6 mentions
AJ BellCompanyFinancial company
78%3 mentions
Merryn Somerset WebbPersonColumnist
74%2 mentions
Melissa ErricoPersonAmerican actress and singer
70%3 mentions
LondonCityCapital of England
66%3 mentions
iHeartRadioCompanyCompany
62%9 mentions
SalesforceCompanySoftware company
58%2 mentions
IDA IrelandGovernment OrganizationGovernment agency
52%2 mentions
Schneider ElectricCompanyCorporation
52%2 mentions
United StatesCountryCountry in North America
46%1 mention
Apple PodcastsSoftware Application
42%2 mentions
AppleCompanyTechnology company
38%2 mentions
Hot TopicCompanyClothing company
34%3 mentions
Individual savings accountEntity
30%5 mentions
SpotifyCompanyCompany
26%2 mentions
ChristmasEntityFestival
22%2 mentions
New YorkCityCity in New York State
18%1 mention
XEntitySocial networking service
14%1 mention
Spirit HalloweenCompanyRetail
10%1 mention
Claire's Stores Inc.CompanyRetail company
6%1 mention
Capital gains taxEntity
2%1 mention

Financial PlanningFinance > Wealth Management > Asset Distribution
Tax ImplicationsFinance > Pensions > Pension Management
Income GenerationFinance > Pensions > Pension Management > Tax Implications
Tax EfficiencyFinance > Wealth Management > Asset Distribution > Financial Planning
Capital GrowthFinance > Investment Strategies > Income Generation > Risk Management
Record KeepingFinance > Financial Advice > Tax Planning
Regulatory ComplianceFinance > Financial Advice > Tax Planning > Record Keeping
Investment StrategiesFinance
Tax PlanningFinance > Financial Advice
PensionsFinance
Financial AdviceFinance
Income GenerationFinance > Investment Strategies
Inheritance TaxFinance > Taxation
Surplus IncomeFinance > Taxation > Inheritance Tax > Gifting Strategies
Risk ManagementFinance > Investment Strategies > Income Generation
Wealth ManagementFinance
TaxationFinance
Asset DistributionFinance > Wealth Management
Gifting StrategiesFinance > Taxation > Inheritance Tax
Pension ManagementFinance > Pensions
Finance