Why is inheritance tax planning no longer only for the wealthy?
For many years, Inheritance Tax (IHT) was considered a concern reserved for the very affluent. That perception is increasingly outdated. With residential property values having risen significantly across the UK over the past two decades, a growing number of estates including those of ordinary middle-income families now fall within the scope of IHT.
Understanding how tax works and what planning options exist is something every adult should consider as part of making your Will. Your Will is your most powerful IHT tax planning tool. Most people think of a Will simply as a document that sets out who gets what when they die. This is true; however, a well drafted Will can do considerably more than that. For many families it is the single most effective Inheritance Tax planning tool available, and yet it is frequently overlooked.
If you would like assistance in preparing a Will, or if you would like tailored advice on IHT planning, please contact any of our three offices. Our experienced Wills, Trusts & Probate team will be pleased to guide you through your options and help you put effective plans in place for the future.
– Saffron Walden: 01799 523 441
– Sawston: 01223 832 939
– Haverhill: 01440 702 485
Maria joined the firm in September 2025.
Maria is an Associate of the Institute of Legal Executives. She has been involved with Wills and Probate work since 2018, firstly in a support role and then moving to Professional Paralegal work in 2023. Maria is studying towards qualifying as a Fellow of the Institute of Legal Executives (FCILEX).
Maria has experience with Wills, LPA’s and Probate work and is supervised by Melanie Pratlett. Maria works in our Saffron Walden office, but will visit clients at home if they are unable to attend the office.
Hobbies and Interests: Outside of work, Maria enjoys reading, baking and spending time with her family.
