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Strategic IHT Planning & Advice

Are you concerned about your inheritance tax liability or navigating complex IHT rules? Protect what you have built and prepare for the April 2026 IHT landscape. Managing your IHT liability is a large part of estate planning. The earlier you start planning and the better your plans are, the more you can minimise the impact of IHT on your finances.

Download your IHT guide, or get in touch with us here

At Oldfield, our team of inheritance tax experts help individuals and families across the UK with inheritance planning, tailored to your unique situation. We take the time to get to know you and your loved ones as well as your financial situation, providing practical expert advice to minimise inheritance tax and secure your family’s financial future.

Why Oldfield?

  • Top level expertise in inheritance tax services and reliefs
  • Proven cutting edge strategies to reduce inheritance tax liability
  • We tell it like it is, and advise how it should be. We are not afraid to speak up when we see a better solution.
  • Seamless advice and project implementation through our unique integrated approach

Speak to an Inheritance Tax specialist today

Complete the form below to speak with one of our tax planning experts, and we will help map next steps

How we can help?

Effective estate planning ensures you pass on more of your wealth to your chosen beneficiaries while paying less inheritance tax.

Our team of inheritance tax specialists cover the following areas:

  • Cutting edge strategies for removing capital value from your estate whilst retaining control and income
  • Estate and succession planning
  • Setting up and utilising family trusts in IHT planning
  • IHT exposure review and assessment, and advising on eligibility for IHT reliefs
  • Wills and shareholder planning
  • Advice on gifting and appropriate tax planning strategies
  • Expert advice on business structures to minimise inheritance tax

The focus is on achieving reduced IHT exposure, ensuring the right balance between income generation and assets, and ensuring there are clear strategies to ensure you pass on more of your wealth to the people you care about.

Work with Inheritance Tax Specialists

Our tax planning specialists provide expert advice to help you minimise the impact of inheritance tax and other costs on your estate and are here to help you take control of your future. Whether you’re already facing an inheritance tax issue or want to plan ahead, we provide practical IHT advice, clear solutions and trusted support.

Who we help

  • Owner managed businesses
  • Family businesses and partnerships
  • Company directors and shareholders
  • Farmers and landowners
  • Individuals and families across the UK

Featured tools and resources

Below are a selection of free resources to help you navigate the changes.

Download the ultimate guide to IHT
Download the ultimate guide to IHT
Watch our recent webinar recording
Watch our recent webinar recording
Read some Inheritance Tax FAQ's
Read some Inheritance Tax FAQ's

"Many thanks for coming to see us, and for the very informative meeting which we have embraced wholeheartedly, and have already actioned some of the points as discussed in some of these areas to increase the GP and free up cash."

Business Owner, Herefordshire

"We rate Oldfield Advisory at 10/10 because of the level of personal care taken especially at the current crisis time. We really appreciated the phone call to enquire about our current welfare."

WD Fulcher, North View Trading

"I really appreciate your help on this project. I’d have to say the whole process has gone very smoothly from my point of view and thank you for all your assistance."

Business Owner, East Yorkshire

"Your input has already helped us improve GP% and increase sales. Oldfield play a very important part in guiding us through the challenges ahead."

R Long, Doncaster

"We appreciate your innovative input to our tax strategies and company directions."

David Worsley, Kinorigo

FAQs

Q. What is Inheritance Tax and who pays it?
A. IHT is a tax on the estate of someone who has died. Liability depends on thresholds, exemptions, and reliefs that may apply.

Q. Can I reduce the amount of Inheritance Tax my estate will owe?
A. Yes. You can reduce your IHT liability through effective planning, such as making use of allowances, gifting assets during your lifetime, placing assets into trust, or using reliefs available for certain types of property or businesses.

Q. How could the 2026 changes affect business owners?
A. Allowances and reliefs may significantly change how business assets, pensions, and family estates are treated. Your structure and timing can affect exposure.

Q. What is Business Property Relief?
A. A relief that can reduce the value of business assets for IHT if conditions are met.

Q. Do farmers have specific reliefs?
A. Agricultural Property Relief may apply to qualifying agricultural property. The interaction with BPR can be complex.

Q. When should I start planning for Inheritance Tax?
A. You should start planning for Inheritance Tax as early as possible, particularly with the upcoming changes. We help you plan and take advantage of these rules.