IHT: The Longest-Living “Temporary” Tax in the UK
How inheritance tax evolved from a tax aimed primarily at wealthy estates into an issue affecting a much wider range of UK families.
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Inheritance Tax Video Series
A practical series exploring inheritance tax, pensions, property, gifting, trusts and some of the common mistakes families make when planning their estate.
Understanding Inheritance Tax Before You Act
Inheritance tax planning can involve far more than simply making gifts or writing a will. Property ownership, pension rules, trusts, reliefs and the timing of decisions can all affect what eventually happens to an estate.
The complete Estate Architect video series contains 32 lessons. Below are nine selected videos covering some of the issues families frequently encounter.
Featured Inheritance Tax Videos
A selection from the complete 32-part Estate Architect inheritance tax series.
The 40% Tax That’s Really 75%
Why frozen inheritance tax thresholds can bring more estates into the tax net even when the headline rate itself does not change.
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Pension Scandal – £1 Million to £360k
An illustration of how inheritance tax and beneficiary taxation can significantly affect the amount ultimately received from pension wealth.
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Strategy 2 – Protecting the Home
Why the family home is often central to estate planning and why ownership, gifting and protection strategies need careful consideration.
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Strategy 3 – Trusts
An introduction to the role trusts can play in estate planning, together with some of the limitations and considerations families need to understand.
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The New Pension Trap
What the planned April 2027 pension inheritance tax changes could mean for families holding significant wealth inside defined contribution pensions.
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Strategy 4 – Business Property Relief (BPR)
How Business Property Relief can affect inheritance tax planning and why eligibility, qualifying periods and investment risk need careful consideration.
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Strategy 5 – Life Insurance Secrets
How life insurance can help provide liquidity for an inheritance tax liability and why ownership and trust arrangements can matter.
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Mistake 5 – The 7-Year Trap
Why the familiar seven-year gifting rule is not always as straightforward as it appears and how misunderstandings can create unexpected tax consequences.
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FREE RESEARCH REPORT
The Inheritance Tax Report
A detailed guide to the inheritance tax landscape, including frozen thresholds, pension changes, common planning weaknesses and the different areas that can form part of a broader estate strategy.
- How inheritance tax thresholds can affect growing estates
- The impact of the April 2027 pension changes
- Gifting, trusts, pensions and Business Property Relief
- Common weaknesses that can undermine estate planning
How Exposed Is Your Estate?
Understanding the rules is the first step. The next is understanding how they could affect your own property, pensions, investments and family arrangements.