Briefing 1 – The Reality Check
Why inheritance tax is becoming a growing concern for more families and why early estate planning is about protecting wealth, family and long-term security.
Explore Reports →ESTATE ARCHITECT INSIGHTS
Inheritance Tax Reports & Estate Planning Guides
Research, reports and practical guides covering inheritance tax, pensions, trusts, property and wider estate planning issues for UK families.
Research Before Action
Estate planning can involve a wide range of interconnected issues. Understanding how inheritance tax, pensions, property, trusts and family arrangements interact can help identify potential weaknesses before important decisions are made.
Explore a selection of Estate Architect reports and guides below, or visit the complete specialist report library for further research.
Private Estate Briefing Reports
Selected reports from the Private Estate Briefing series, providing further detail behind the issues explored in the educational videos.
Briefing 2 – The Hidden Gaps
Why inheritance tax planning often becomes fragmented and why protecting an estate requires someone looking at the bigger picture, not just individual pieces.
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Briefing 3 – The Estate Planning System
How reviewing an estate as one interconnected structure can reveal recurring weaknesses across tax, protection, family arrangements and long-term planning.
Explore Reports →Featured Inheritance Tax Reports & Guides
A selection of specialist reports exploring inheritance tax, pensions and some of the planning issues that can affect the wealth eventually passed to the next generation.
Understanding the 2027 Pension Changes and Their Impact on Estates
Explore how the changing inheritance tax treatment of pensions may affect estate values and long-term family wealth planning.
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The 7 Pillars of IHT Planning
Explore seven important areas of inheritance tax planning and how different parts of an estate can interact when considering long-term family wealth.
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What Is Inheritance Tax?
Understand how inheritance tax developed, why it affects more families and some of the issues that should be considered when reviewing an estate.
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Pension Restructuring Ahead of April 2027
Explore how substantial pension assets could be restructured as part of a wider estate strategy ahead of the planned April 2027 inheritance tax changes.
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The 40% Tax That’s Really 75%
Why frozen thresholds and rising estate values can increase inheritance tax exposure even when the headline tax rate remains unchanged.
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Pension Wealth and the 2027 Inheritance Tax Change
Why many high-net-worth investors are reviewing their pension strategy ahead of the planned inheritance tax changes from April 2027.
Read Report →34 SPECIALIST REPORTS & GUIDES
Explore the Complete Estate Planning Library
Access the complete Estate Architect library covering inheritance tax planning, pensions, property, trusts, gifting and family wealth protection.
How Exposed Is Your Estate?
Research can help you understand the issues. The next step is understanding which of those issues may affect your own estate.