Inheritance Tax Planning Archives

Visual illustrating potentially exempt transfer insurance to protect against inheritance tax on lifetime gifts

IHT Inheritance Tax Potentially Exempt Transfer insurance / Gift inter vivos policies

26th February 2026, 2 months ago | 15

Potentially exempt transfer insurance (gift inter vivos policies), protect your family during the seven-year inheritance tax risk period following a...

Red upward graph showing rising inheritance tax impact on UK landlords over generations

Historic Growth and the Hidden IHT Trap Often Overlooked by UK Landlords

Author: Mark Alexander

12th August 2025, 9 months ago | 0

Did you know that the average UK house price has increased more than 140 times in the last seventy years?...

Man standing by marina symbolising financial freedom after restructuring property portfolio into a family investment company

Case Study: How Martin Escaped a Hybrid LLP and Built a Family Investment Company

Author: Mark Alexander

5th August 2025, 9 months ago | 1

When “Martin” (not his real name) came to us, his voice carried the kind of exhaustion we often hear from...

Hands holding a paper heart with a family silhouette beside miniature house models, symbolizing family wealth and legacy planning

Building a Family Investment Company: How Mr & Mrs A Secured Their Legacy

Author: Mark Alexander

24th October 2024, 2 years ago | 0

A Family Legacy, Built on Expertise … When Mr & Mrs A embarked on their property investment journey, they were...

silhouette with flag atop hill symbolising property investment success above houses and stacked coins

Meet Landlord 4: Adam’s Story – Scaling Up Smart and Strategically

Author: Mark Alexander

12th September 2024, 2 years ago | 0

In the original Great Landlord Debate article, we explored three very different approaches to the UK property market. One landlord...

Can I change title deeds for small industrial estate?

Author: Readers Question

5th August 2024, 2 years ago | 5

Our company has a small industrial estate with 8 units, these were all built upon land that is registered to...

Retirement, business continuity, succession and legacy planning

Author: Mark Alexander

13th April 2024, 2 years ago | 0

Are you ready to embark on a journey that not only secures your property rental business but also your future?...

Tag: Inheritance Tax Planning

IHT Inheritance Tax Potentially Exempt Transfer insurance / Gift inter vivos policies

Historic Growth and the Hidden IHT Trap Often Overlooked by UK Landlords

Case Study: How Martin Escaped a Hybrid LLP and Built a Family Investment Company

Building a Family Investment Company: How Mr & Mrs A Secured Their Legacy

Meet Landlord 4: Adam’s Story – Scaling Up Smart and Strategically

Can I change title deeds for small industrial estate?

Retirement, business continuity, succession and legacy planning