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UK Inheritance Tax Planning Guide

The thresholds, gifting rules, trusts and reliefs that decide how much of your estate reaches the next generation — and how much reaches HMRC. A practical guide for UK families and business owners.

  • Current 2026 rules, written in plain English
  • For families, retirees and business owners
  • Yours at no cost — no obligation
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Cover of the Designer Legacy UK Inheritance Tax Planning GuidePDF · 2026 edition
What's inside

Everything that decides your family's inheritance tax bill

  1. 01The current nil-rate bands — and how couples reach £1,000,000 tax-free
  2. 02Lifetime gifting: annual exemptions, small gifts and surplus income
  3. 03The seven-year rule and taper relief, explained simply
  4. 04Discretionary, life-interest and bloodline trusts
  5. 05Business Relief and Agricultural Relief for owners and farmers
  6. 06Life cover written in trust to fund the tax bill
  7. 07The five mistakes that cost families most
  8. 08A five-point checklist for your own estate

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This guide is provided for general information only and is not personal financial, tax or legal advice. Wills, trusts and estate planning are not regulated by the Financial Conduct Authority.

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