Careful inheritance tax planning can help you protect your wealth and pass more on to the people who matter most. At Whitehead & Howarth, we provide clear, practical advice to help you organise your affairs in a tax-efficient way while staying fully compliant with HM Revenue & Customs requirements.
With recent changes to inheritance tax rules, planning is more important than ever. Current thresholds remain frozen until at least 2030, meaning more estates may become liable as asset values rise.
From April 2026, new limits are expected on Business Property Relief and Agricultural Property Relief, and further changes from April 2027 may bring unused pension funds into the scope of inheritance tax.
We review your assets, estate structure, and long-term goals to identify opportunities such as making use of available allowances, lifetime gifting, trust planning, and efficient use of reliefs. We also work alongside your solicitor or financial adviser to ensure your plans are structured correctly and kept up to date.
