Tried and tested solutions

clock

Despite change in the inheritance tax planning arena there remain some highly effective solutions. Robert Meyer goes through the options

IHT planning can be very frustrating from an adviser's point of view. No sooner does a solution develop than the legislators, through HMRC seem to move the goal posts again. That said, most people in the UK fail to make even basic preparations for the fiscal consequences when they die. This, to be honest, was not so great an issue up until the last decade, as only a minority ended up paying IHT. However, rampant house price inflation in the 90s and 00s has clearly changed all that and there is no doubt that for many of our clients it is the value of their property that tips the scales. Al...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Estate planning

'Changeable environment': Don't delay, start estate planning today

'Changeable environment': Don't delay, start estate planning today

'Further changes could be announced to pay for any shifts in policy'

Julia Peake
clock 14 August 2026 • 4 min read
Trust Registration Service: A hidden opportunity for advisers?

Trust Registration Service: A hidden opportunity for advisers?

More than a registration exercise

Dave Lardner
clock 06 August 2026 • 6 min read
Burnham to lay out social care plans amid 'death tax' speculation

Burnham to lay out social care plans amid 'death tax' speculation

Could look to 10% levy on all estates, reports suggest

Jen Frost
clock 28 July 2026 • 3 min read