Tax & Allowances

Who qualifies for RNRB, how the £2m taper works, transferable & downsizing additions, and how to claim.

Plain-English guide to the 7-year inheritance tax rule: PETs, taper relief, exemptions, and records.

If someone dies and their estate is worth more than the basic Inheritance Tax threshold, their estate may qualify for the residence nil rate band (RNRB) before any Inheritance Tax is due.

A plain-English guide to Business Property Relief (BPR): what it is, common pitfalls, the April 2026 changes, and how BPR links into Wills and Will trusts (with joined-up planning alongside a financial adviser).

How pensions may affect inheritance tax from April 2027, why the £2 million line matters, and which planning tools may need both legal and financial inp

How charitable gifts in Wills can reduce inheritance tax, how the 10% rule really works, and why older charitable clauses may now need reviewing.