UK Wealth Intelligence

Inheritance tax is rising.
Your strategy should too.

Editorial-grade analysis on IHT planning, tax efficiency, and investment strategy for UK estates over GBP 1M. Data-driven. Expert-reviewed. Independent.

IHT Receipts 2024/25

£8.2B

HMRC / NFU Mutual

HMRC

Forecast 2030/31

£14.5B

+76% over 5 years

OBR

Nil-Rate Band

£325K

Frozen since 2009

GOV.UK

Estates Paying IHT

~40,000

50,000+ by 2030

HMRC

IHT Rate

40%

On estate above threshold

GOV.UK

RNRB

£175K

Residence nil-rate band

GOV.UK

Regulatory Deadline

Business & Agricultural Relief Reform

New £2.5M cap at 100% relief. Above that: 50% relief only. AIM shares: 50% relief (effective 20% IHT).

50

Days

11

Hours

1

Min

Regulatory Deadline

Pensions Brought Into IHT

Unused pension funds will count as part of your estate for IHT. The single best IHT shelter is closing.

415

Days

11

Hours

1

Min

Take Action

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