Skip to content
UK estate figures IHT interest rate

Inheritance tax · late-payment interest

7.75%

a year on unpaid inheritance tax · from 9 January 2026

Set by formula, not fixed: the Bank of England base rate plus 4 percentage points. It starts the day after the six-month payment deadline — whether or not the account has been sent.

Verified against GOV.UK on 22 Aug 2026
Figure history
9 Jan 2026 — HMRC interest on late-paid inheritance tax: 8.00%7.75% · GOV.UK — HMRC interest rates ↗
Follows the Bank of England base rate down — the charge is set by formula (base rate plus 4 percentage points), so it moves without an announcement of its own.
6 Apr 2025 — HMRC late-payment interest — the formula itself: base rate + 2.5 percentage pointsbase rate + 4 percentage points · GOV.UK — HMRC interest rates ↗
A change to the formula rather than a base rate move, which is why the charge rose from 7.00% to 8.50% overnight while the base rate was falling.
§1What it means

Two deadlines, six months apart — and only one of them starts the interest.

Inheritance tax is due by the end of the sixth month after the month of death, but the account reporting it is not due until 12 months after the end of that month. The two dates are routinely collapsed into one, and collapsing them is expensive: interest attaches to the earlier date, so an estate can be entirely on time with its paperwork and still be six months into an interest charge.

From the day after that payment deadline, HMRC charges 7.75% a year on whatever remains unpaid. The rate is not a fixed statutory number — it is the Bank of England base rate plus 4 percentage points, so it moves whenever the base rate moves. With the base rate at 3.75%, that gives 7.75%.

Interest on inheritance tax is simple, not compound, and it is not a penalty — it is charged automatically, without a decision by anyone, for every day the tax sits unpaid. Late delivery of the IHT400 account is a separate matter with its own penalties.

Worked example

An estate owes £40,000 in inheritance tax and the executor pays it 120 days after the deadline. The delay is not anyone's fault — the house had not sold, and there was no other cash in the estate. The interest is charged anyway.

Tax unpaid at the deadlinedue end of the sixth month after death£40,000
Rate chargedbase rate + 4 percentage points, from 9 January 20267.75%
Interest per daysimple interest, charged daily on the unpaid balance£8.49
Interest after 120 daysadded to the tax, not instead of it£1,019.18
§2How the rate has moved

Seven changes in two years.

Because the rate is pegged to the base rate, it changes without an announcement of its own. One change was different: on 6 April 2025 the formula itself moved from base + 2.5 to base + 4 percentage points, which is why the charge jumped while the base rate was falling.

With effect fromRate
9 January 20267.75%current
27 August 20258.00%
28 May 20258.25%
6 April 2025formula changed to base + 4%8.50%
25 February 20257.00%
26 November 20247.25%
20 August 20247.50%

Source: GOV.UK — HMRC interest rates for late and early payments ↗ · table “Inheritance Tax, Capital Transfer Tax and Estate Duty”. Transcribed 22 Aug 2026.

§3Instalments

Where the interest works differently.

Some property can be paid for in 10 equal annual instalments rather than in one sum. It covers land and buildings, a controlling shareholding, unlisted shares above £20,000 meeting the statutory tests, and a business run for profit — the assets an executor cannot readily turn into cash by the six-month point.

The first instalment falls due on the same date as everything else — the end of the sixth month after the month of death — and it carries no interest unless it is paid late. From the second instalment onward, interest is charged on the balance still outstanding.

One further change applies from 6 April 2026: where newly inherited assets qualify for Agricultural or Business Relief, the instalments are interest-free while the asset qualifies. A late instalment still accrues interest from its due date to the date it is paid.

The instalment option ends if the asset is sold. Selling the property brings the whole remaining balance due at once, which is the trap that catches executors who elect for instalments and then accept an offer on the house six months later.

Instalment rules and qualifying assets: GOV.UK — Paying inheritance tax in yearly instalments ↗. Payment deadline: GOV.UK — Paying inheritance tax ↗.

§4Common questions

Interest on inheritance tax, answered.

HMRC charges 7.75% a year on inheritance tax that is not paid by its due date, with effect from 9 January 2026.

The rate is set by formula rather than fixed: it is the Bank of England base rate plus 4 percentage points. Interest on inheritance tax is simple interest, not compound, and it runs on the unpaid amount for every day it remains unpaid.
Interest starts the day after the end of the sixth month following the month of death.

That payment deadline sits apart from the deadline for the paperwork: the IHT400 account must be delivered within 12 months of the end of the month of death, but the tax is due six months earlier. Missing the tax deadline starts interest even where the account itself is not yet late.
Yes. Interest runs from the payment deadline regardless of whether the estate has been valued or the account submitted.

This is why executors frequently make a payment on account — an estimated payment before the six-month point — and correct it later. If the estimate turns out to be too high, HMRC pays repayment interest back at 2.75%.
Only in part. Qualifying property — land and buildings, a controlling shareholding, certain unlisted shares, and a business — can be paid in 10 equal annual instalments, and the first instalment carries no interest unless it is paid late.

Later instalments are different: interest is charged on the balance still outstanding. From 6 April 2026 there is one further exception — where newly inherited assets qualify for Agricultural or Business Relief, the instalments themselves are interest-free, though a late instalment still accrues interest from its due date to the date it is paid.
Interest on late-paid inheritance tax is not a penalty and is not discretionary — it is charged automatically as statutory compensation for late payment.

Penalties for delivering the account late are separate, and those can be appealed on a reasonable-excuse basis. Interest cannot be appealed on the same footing, so the practical lever is paying earlier rather than arguing afterwards.
They are set by two different formulas and they are not symmetrical. Late payment is the base rate plus 4 percentage points, currently 7.75%; repayment is the base rate minus 1 percentage point with a floor of 0.5%, currently 2.75%.

The gap between them is 5 percentage points, so overpaying and waiting for a refund costs the estate far less than underpaying and being charged.
§5Related next steps

Informational, not advice. Confirm against GOV.UK before acting. Figure verified 22 Aug 2026.

Cite this figure: Valoren, “HMRC Interest on Late Inheritance Tax,” https://valoren.uk/figures/iht-interest-rate (verified 22 Aug 2026).

From reading to ready

This guide is free, and it stays free. The Household Continuity Dossier renders your household's own version — your people, your accounts, your wishes — into a maintained record your executor or trusted person will actually reach for, kept current every year.

See The Household Continuity Dossier
Figure watch · checked weekly

The figures on this page change.

Court fees rise, thresholds move, deadlines shift.

This card watches the same way your Valoren records would — leave an email and we'll tell you when one changes, once, then stop.

Email me when the HMRC interest rates on inheritance tax change. Only when a figure actually moves — never sales.

One email · then we stop · Privacy
Part of a working library79form walkthroughs90+free guidesevery calculator & checker

We use first-party analytics only — no third parties, no ad tracking — to see which pages actually help people. You can keep that off. Privacy