We joined a great webinar all about Inheritance Tax (IHT) – always learning so we can give you the best advice

There’s a lot changing from April 2026 and 2027 that could affect how your estate is taxed.

We covered some really useful planning options

Business & Agricultural Relief – soon to be capped at £1 million
Pensions – big IHT changes coming from 2027
Gifting strategies – including the 7-year rule and taper relief
Trust & Insurance – ways to protect your estate and reduce IHT
Investment options

If you’re thinking about passing on wealth, now’s a great time to review your planning. The right steps could save your loved one’s thousands.

The sooner you start planning, the more your family could benefit – Lets Chat!