Inheritance Tax (IHT) is a major concern in the UK as property prices and estate values continue to increase. Unprotected assets are subject to 40% taxation on values exceeding the Nil Rate Band of £325,000 (2025/2026) per person. Within your financial plan, we will assess how we can minimise your potential tax liability, whilst maximising what you can pass on to your loved ones in a tax efficient manner.
Recently proposed changes to the way in which Private Pensions are treated for Inheritance Tax purposes from April 2027 make Estate Planning even more essential.
Inheritance Tax (IHT) is a major concern in the UK as property prices and estate values continue to increase. Unprotected assets are subject to 40% taxation on values exceeding the Nil Rate Band of £325,000 (2025/2026) per person. Within your financial plan, we will assess how we can minimise your potential tax liability, whilst maximising what you can pass on to your loved ones in a tax efficient manner.
Recently proposed changes to the way in which Private Pensions are treated for Inheritance Tax purposes from April 2027 make Estate Planning even more essential.
HM Revenue & Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
