by theinheritanceguru | Dec 15, 2025 | Uncategorised
For years, pension pots have been one of the most tax-efficient vehicles for passing on wealth. Unlike other assets, they were typically free of inheritance tax (IHT) when transferred on death. That’s about to change. From April 2027, inherited pension pots...
by theinheritanceguru | Dec 8, 2025 | Inheritance, Pension
Trusts, Excluded Property & the New IHT LandscapeExcluded property trusts are no longer the safe haven they once were. The new residence-based IHT rules could bring offshore trusts into HMRC’s reach. Is your trust still fit for purpose?For years, UK...
by theinheritanceguru | Dec 5, 2025 | Inheritance
Many people assume that once they leave the UK, they immediately escape inheritance tax on their worldwide assets. Sadly, that’s not the case under the new rules. As of 2025, the government has introduced a “tail” period for former UK residents. This means that even...
by theinheritanceguru | Oct 23, 2025 | Inheritance, Pension
Trusts, Excluded Property & the New IHT LandscapeExcluded property trusts are no longer the safe haven they once were. The new residence-based IHT rules could bring offshore trusts into HMRC’s reach. Is your trust still fit for purpose?For years, UK...
by theinheritanceguru | Oct 16, 2025 | Inheritance, Pension
From Domicile to Long-Term Residence: What Changed in April 2025 April 2025 changed the inheritance tax rules forever: domicile is out, long-term residence is in. Many globally mobile families are now caught in the UK IHT net without realising it. Are your overseas...
