Inheritance Tax Rules Are Changing. Will Your Plans Still Protect What Matters Most?
Since 6 April 2026, new limits apply to the amount of qualifying agricultural and business property that can receive 100% Inheritance Tax relief. Further changes affecting most unused pension funds and pension death benefits are due from April 2027.
The rules will not affect everyone in the same way, but they may have important implications for families, business owners and farmers whose plans were made under the previous arrangements.
Our specialist lawyers have prepared three practical guides to help you understand the changes, identify which rules may apply to you and consider whether your Will, ownership arrangements or succession plans need reviewing.
There is no need to make rushed decisions. The sensible first step is to understand your position and check that your plans still reflect your intentions.
Which guide is right for you?
Our guides have been created to support people at different stages of life, from planning ahead to dealing with more immediate legal responsibilities. Each has been written by our experienced lawyers and includes practical points to consider, as well as guidance on when specialist advice may be helpful. Select the guide most relevant to you and complete a short form to receive your free copy.
"I want to protect my family and my estate if anything should happen to me."
Inheritance Tax Changes: A Practical Guide for Families
Inside the guide:
Understand how the current Inheritance Tax allowances may apply to your estate, and what the pension changes due from April 2027 could mean for your plans. Today may be a sensible time to review your Will, lifetime gifts and wider estate arrangements.
"I own a business that I want to pass on."
Passing on Your Business after the 2026 Business Relief Changes: An Owner's Guide
Inside the guide:
Find out how the new Business Relief allowance works, what the changes could mean for your business and succession plans, and why your Will, company structure and shareholder arrangements should all work together.
"I farm or own agricultural land."
The 2026 Agricultural Relief Changes and Your Farm: A Succession Planning Guide
Inside the guide:
Learn how the new Agricultural Relief allowance may affect your farm, what to consider before making lifetime gifts or transferring assets, and why Wills, ownership arrangements and family succession plans should be reviewed together.
These guides provide general information only and are not a substitute for legal advice based on individual circumstances. Law, tax rules and guidance may change. Information correct as of July 2026.
Not sure which guide is right for you?
Request a callback to discuss your circumstances with one of our specialist lawyers.
Meet with us at the following shows this summer
Our specialist lawyers will be at the following county shows this summer. Drop by to meet the team, ask questions, and find out how the recent changes to Inheritance Tax could affect you, your family, your business or your future plans.
The Gillingham & Shaftesbury Show, 19 & 20 Aug 2026 (Stand: G8)
The Melplash Show, 27 Aug 2026 (Stand: C64)
Dorset County Show, 5 & 6 Sep 2026 (Stand: i6 on Avenue i)
