Helpful Tax, Estate & Business Planning Resources
Welcome to our Helpful Resources page. Here, you'll find a curated selection of expert guides and checklists designed to assist with all aspects of UK Tax, including Inheritance Tax (IHT), estate planning, probate, and business succession.
These free resources aim to help you minimise tax liabilities and effectively plan for the future.
Our Publications
Explore our expert tax guidance publications, designed to simplify complex tax concepts and provide actionable advice for individuals, businesses, and professionals. Our books cover essential topics, practical strategies, and up-to-date insights to help you navigate the ever-changing world of taxes with confidence and ease
The Ultimate Inheritance Tax & Estate Planning Guide
The Ultimate Inheritance Tax & Estate Planning Guide: Structure Your Affairs and Secure Your Family’s Future
Are you prepared for the 40% inheritance tax that could be levied on your estate? Don’t let poor planning erode your family’s wealth!
Written by Terry Hodge & Phil Dickinson, seasoned experts in tax and estate planning, this book is your comprehensive, step-by-step guide to navigating the complex world of Inheritance Tax (IHT).
- Discover essential structures and strategies that could save your heirs hundreds of thousands of pounds.
- Master the latest tax laws and exemptions to maximize your estate’s protection.
- Learn how to use trusts, gifting, and business reliefs to reduce or eliminate IHT liabilities.
- Real-life case studies illustrate how others have successfully shielded their wealth from excessive taxation.
- Navigate the recent budget changes (2024 updates) and their impact on your estate.
- Estate planning for international assets and expats - ensure a global approach to tax efficiency.
Whether you're starting your estate planning journey or reviewing an existing strategy, this expert guide will help you secure your family’s financial future while staying compliant with HMRC rules.
Take action today - don’t leave your family with an unnecessary tax burden.
Video - What does Inheritance Tax mean for everyday families?
Confused about inheritance tax and how it affects your family?
In this video, we break down the most common myths surrounding inheritance tax, explain who it really impacts, and share tips to protect your hard-earned legacy.
Whether you’re planning your estate or just want to know your options, this guide is for everyday families navigating the complexities of inheritance tax laws.
💡 Topics Covered:
- What is inheritance tax?
- How inheritance tax affects families.
- Strategies to minimise inheritance tax.
- Protecting your assets and securing your legacy.
Free Resources -
Inheritance Tax and Estate Planning
IHT & Business Succession Checklist
A step-by-step checklist for business owners to plan for succession, optimise tax efficiency, and minimise IHT through structured ownership, Family LLP's, Family Investment Companies (FICs), and Business Relief strategies.
IHT & Estate Planning Toolkit
A comprehensive guide for individuals and families to efficiently manage estate planning, minimise inheritance tax (IHT), and ensure tax-efficient wealth transfer using trusts, gifting strategies, and legal planning.
Lifetime Gift Tracker
A structured tool to track tax-free gifts, monitor Potentially Exempt Transfers (PETs), and ensure compliance with Inheritance Tax (IHT) rules.
Covers annual exemptions, 7-year rule, taper relief, and gifting strategies to minimise tax liabilities.
IHT Reliefs & Exemptions Quick Guide
A step-by-step guide to maximising tax efficiency and reducing inheritance tax liabilities.
Covers Nil-Rate Band, Business & Agricultural Relief, tax-free gifting allowances, charitable donations, and trust planning strategies.
Family Inheritance Discussion Guide
A structured checklist to help families plan inheritance, minimise tax liabilities, and ensure a smooth wealth transition.
Covers wills, trusts, IHT strategies, business succession, and effective family communication.
IHT Calculator Guide
A step-by-step guide to estimating inheritance tax liabilities, applying reliefs, and optimising tax efficiency.
Covers Nil-Rate Band, Residence Nil-Rate Band, Business & Agricultural Relief, gifting strategies, and common IHT calculation mistakes.
Guide to Writing a Will
A step-by-step checklist to ensure your will is legally sound, tax-efficient, and aligned with your wishes.
Covers asset distribution, executors, trusts, inheritance tax planning, and key legal considerations for a secure estate plan.
Probate & Executor Duties Checklist
A step-by-step guide for executors managing the probate process.
Covers legal responsibilities, estate valuation, inheritance tax (IHT) obligations, asset distribution, and financial reporting to ensure compliance and a smooth estate administration.
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