Guides
Inheritance tax, pension and financial planning guides
Jargon-free guides on inheritance tax, pensions, and the decisions that come with wealth. Written to inform, not to sell.
Guides
Jargon-free guides on inheritance tax, pensions, and the decisions that come with wealth. Written to inform, not to sell.
The inheritance tax threshold is £325,000, or £500,000 with your home and £1m for couples. 2026/27 rules, worked examples and the 2027 changes.
Inheritance taxBare, interest in possession and discretionary trusts explained, with the IHT, income tax and CGT rules that apply to each in 2026/27, and their costs.
Inheritance taxFrom 6 April 2027 unused pensions count towards your estate for inheritance tax. What changes, what stays outside, who pays, and what to do now.
Inheritance taxThe reliefs, exemptions and structures that matter most once your estate passes £1 million: allowances, gifts, trusts, charity and the 2027 pension change.
Inheritance taxThe new rules on business and agricultural relief from 6 April 2026, who is affected, the timeline, and what the changes mean for business owners.
Inheritance taxHow potentially exempt transfers work, taper relief myths, the yearly gift exemptions, and when gifts genuinely leave your estate for inheritance tax.
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Our guides are for general information only and are not financial advice. IFA Connect is not authorised or regulated by the FCA. For advice on your circumstances, speak to an FCA-regulated independent financial adviser.