Planning for what happens after you are gone is rarely a comfortable topic, yet it is one of the most important financial exercises you will ever undertake. This guide is designed to demystify the complex world of UK estate planning for the 2026/27 tax year.
We aim to provide you with clarity on how to protect your assets, ensure your loved ones are provided for and minimise the potential tax burden on your estate.
In the following pages, you will learn about the critical importance of having a valid Will, the mechanics of Inheritance Tax (IHT) and how tools such as trusts can offer control and protection.
We will also explore Lasting Powers of Attorney, digital assets, family business succession and matters affecting those with UK and international interests, ensuring you are covered during your lifetime and after it. Whether you are just starting to build your wealth or looking to preserve a substantial family legacy, this guide provides the foundational knowledge you need to make informed decisions.
