METHODOLOGICAL ARCHIVE ·

Former €1m lifetime-pot scenario: superseded for inheritance

This page preserves an earlier modelling hypothesis. It is no longer the reference rule for inheritance tax.

Archive of the lifetime inheritance and gift pot scenario
Keep the modelling history without creating a contradiction with the current policy.

What changed

The scenario aggregated gifts and inheritance into a lifetime counter. For inheritance it is now superseded by : €1m per child, €500,000 for a qualifying blended-family child with the tax burden divided by three above the threshold, and €1m per sibling.

Lifetime gifts remain separate

The decision concerns inheritance tax. It does not silently turn the new inheritance allowance into a lifetime gift allowance. Gift-tax rules require a separate decision.