From 2026 and 2027, the rules for passing your estate are shifting in three important ways
First, pensions – which were often passed on tax-efficiently – may now be included in your estate for Inheritance Tax.
Second, business and agricultural reliefs – previously unlimited in many cases – will be capped.
And third, more estates will need to think carefully about how their assets are actually passed on and how IHT is going to be paid.
What does this mean for you?
It could mean:
A larger taxable estateA higher tax bill for your familyAnd in some cases, the need to sell assets to cover the taxBut there are steps you can take now.
Review your will.
Look at how your assets are structured.
Consider lifetime gifting.
And most importantly… plan ahead
At The WillMaker Group, we can help you put the right plan in place – so your family is protected and your wishes are carried out.
Don’t wait for the rules to change.
Get in touch today for a review of your estate and your options.
Book your consultation today
Call 01362 288582
info@thewillmaker.co.uk