How to Save Inheritance Tax 2026/27

By Carl Bayley

Proper inheritance tax planning could save your family hundreds of thousands of pounds. This comprehensive guide tells you everything you need to know about protecting your loved ones from the grave robbers tax.

Written in plain English, examples are used to illustrate every key point.

The author, Carl Bayley, is a former chairman of the Tax Faculty at the Institute of Chartered Accountants in England and Wales.

This new edition (published May 2026) covers the latest changes to pensions, business and agricultural property relief and other announcements.

The Government has also extended the 325,000 nil rate band freeze to a total of 22 years - the cost to some families will be huge, making inheritance tax planning more important than ever.

Topics covered in the guide include:

A plain-English guide to calculating inheritance tax and how the tax works.Tax planning timetable: Steps to take at key points in your life.How to use the 'regular payment' method to pass unlimited funds to family members.All the little things you can do each year to save inheritance tax.Why pensions are still useful for passing down wealth.Everything you need to know about the new 2.5m cap to business property relief and agricultural property relief.A detailed look at whether AIM shares are still a worthwhile IHT planning strategy.Absolutely everything you need to know about using trusts to save inheritance tax.How to save tax by setting up a family investment company.Lots of information throughout for landlords, property investors, business owners and those who own farms.How to also save capital gains tax when transferring assets to your family.Inheritance tax planning for both married and unmarried couples.Leaving money to charities and local amateur sports clubs.

• Format: Paperback
• Language: English
• ISBN: 1917392125
• ISBN13: 9781917392129
• Release Date: May 2026
• Publisher: Taxcafe UK Ltd
• Length: 310 Pages
• Weight: 0.96 lbs.
• Dimensions: 0.7" x 6.1" x 9.2"