Estate and legacy planning are essential components of financial management for anyone looking to secure their wealth and ensure that their assets are passed on to loved ones according to their wishes. In the UK, Inheritance Tax (IHT) is a significant concern for many families, and without proper planning, a large portion of your estate could be lost to taxation.

This guide is designed to help UK investors and individuals planning their finances understand the complexities of estate and legacy planning, particularly in relation to IHT. By the end of this guide, you will have a clear understanding of the current rules and regulations, the challenges posed by IHT, and the steps you can take to minimise your tax liability with the help of a professional adviser.