Big shake-ups are coming for estate planning: from April 2025, the UK will switch to a residence-based Inheritance Tax (IHT) system, and sweeping reforms are arriving in 2026.
If you have UK ties, own overseas assets, or run a business or farm, this matters – big time.
The Problem
Under the old ‘domicile’ system, many didn’t know or plan for tax exposure. The new rules mean:
- If you’ve been UK resident for 10 out of 20 years → worldwide estate taxed
- Even if you move abroad, you may still face an IHT tail
- Business and agricultural relief caps are changing
Why It Matters
These changes transform wealth transfer planning: more people are impacted, and some businesses/farms may no longer get advantageous tax treatment.
The Solution: Will‑Desk’s Proactive IHT Planning Support
We’re ahead of the curve – helping you understand and prepare. We:
- Analyse your residence status and estate map
- Suggest trusts, lifetime gifts, and business reliefs
- Coordinate UK and overseas tax planning
- Update wills and help protect legacies
What We Can Offer
✅ Estate assessments based on the new system
✅ Trust set-up & lifetime gifting advice
✅ Business & agricultural relief planning
✅ Tax-saving structures and expert wills
Your Next Step
Don’t wait until April – act now to protect your legacy and loved ones.