Few taxes cause more worry than inheritance tax, and few are as possible to plan for. Our books and eBooks break inheritance tax planning into clear, manageable steps, so you understand what is taxable, what is not, and the practical ways to protect your estate.

How inheritance tax works

Inheritance tax is charged at 40% on the value of an estate above the nil-rate band, with an extra residence nil-rate band when you pass your home to direct descendants. Our guides explain how the thresholds work, how to value an estate, and when the tax is actually due, so you can see where your position stands today.

How to reduce your inheritance tax bill

There are many legitimate ways to reduce inheritance tax. We cover the annual gift allowance, gifts out of surplus income, the seven-year rule on larger gifts, and reliefs for business and agricultural assets, with worked examples that show the savings in practice.

Using trusts and lifetime planning

Trusts remain a powerful tool for passing on wealth while keeping some control. Our guidance explains the main types of trust, how they are taxed, and how lifetime gifts and a well-drafted will work together to keep more out of the taxman’s reach.

Who these guides are for

Whether you are planning your own estate, acting as an executor, or advising clients on inheritance tax, our guides meet you where you are. They translate complex legislation into practical steps for individuals and families, and give professionals the depth and worked examples they need to advise with authority.

Plan ahead with confidence

Effective inheritance tax planning starts years before it is needed. Written by specialists and kept current with UK rules as part of the Lefebvre Group, our guides help you and your advisers act early and protect your estate for the next generation.