Making Sense of Inheritance Tax Planning
Planning for the future can feel daunting, especially when navigating the complexities of Inheritance Tax (IHT). At DS Burge & Co, we believe that clear, accessible information is key to making confident decisions that protect your legacy and support the people you care about most.
Whether you’re reviewing your estate plan, seeking ways to reduce your IHT liability, or simply trying to understand how the rules work, our guide is here to help. Drawing on years of experience advising individuals and families on tax matters, we’ve brought together expert insights, practical tips, and straightforward explanations to make this complex topic easier to understand.
Within this guide, you’ll find a range of articles covering essential inheritance tax topics, from gifting rules and available reliefs to common pitfalls and lesser-known rules and regulations. Each article is designed to help you better understand your options and take proactive steps towards a more tax-efficient future. Explore our inheritance tax series to find out everything you need to know about inheritance tax and its rules, reliefs and planning tools.
If you need more help or tailored advice, find out more about our inheritance tax advice service.
This article will help guide you on the principles of Inheritance Tax, explaining the key rates, allowances and reliefs available to enable you to reduce your IHT liabilities.
Inheritance Tax mitigation requires proactive steps to protect your wealth for future generations. This article will explore the various strategies to reduce your inheritance tax bill, including gifting, trusts, and donations.
This article aims to debunk some of the most common myths surrounding inheritance tax, providing clarity and offering helpful guidance to minimise tax liabilities.
This article explores how trusts work, the various types of trusts available, and how they can help mitigate inheritance tax. We will also examine the key considerations when establishing a trust for estate planning purposes and their potential limitations.
In this article, we will explain how Business Property Relief works, what types of assets qualify for BPR, the types of businesses that can benefit from this relief, and the changes to BPR announced in the Autumn Budget 2024.
Building pension reserves has long been considered a sensible and effective investment option for retirement planning. This article provides an in-depth guide to pension inheritance tax, explaining the 6th April 2027 changes and how pensions will be treated upon death.
Mitigating Inheritance Tax (IHT) through lifetime gifts requires particular care, especially regarding the frequently misunderstood rule: Gifts with Reservation of Benefit (GWROB).
In this article, we explain the origins and purpose of the Pre-Owned Asset Tax and the POAT election and offer practical guidance for individuals reviewing historic gifts or planning future transfers.
Understand Agricultural Property Relief as a method of Inheritance Tax planning for farmers and rural landowners, the exclusions and allowances, and the upcoming changes to regulations from April 2026.