How to Save Inheritance Tax 2023/24
Proper inheritance tax planning could save your family hundreds of thousands of pounds.
This guide tells you everything you need to know about protecting your family from the grave robbers' tax.
Taxcafe launched How to Save Inheritance Tax back in 2003 and have been updating and expanding it ever since.
The latest edition also contains a brand new chapter on inheritance tax planning with pensions. Pensions can be used to pass unlimited wealth tax free down the generations - we'll show you how to make the most of the extraordinary tax savings on offer.
Inheritance tax planning has become more important than ever following the 19 year freeze in the £325,000 lifetime exemption. This guide covers everything from simple to advanced tax planning techniques.
Written in plain English, examples are used to illustrate every key point.


What Information is Contained in the Guide?
Subjects covered include:
- All tax changes announced in the March 2023 Budget and earlier Statements.
- A plain-English guide to calculating inheritance tax and how the tax works.
- The 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.
- Tried and tested tax planning techniques for protecting the family home.
- Why moving out of your home near the end of your life could cost you £140,000 in extra inheritance tax.
- Lots of information throughout for landlords and property investors.
- How to save capital gains tax when transferring assets to your family.
- A brand new chapter on using pensions to save inheritance tax:
- How pension savings can be used to support grandchildren at university completely tax free.
- How to use your pension to fund your children’s pensions and get double tax relief in the process!
- How a pension contribution could leave your family with over four times as much money as a cash gift.
- How one 60 year old is able to leave her family almost £685,000 better off by maximising her pension savings.
- Lots more on all the ins and outs of using pensions to save inheritance tax and other taxes.
- Absolutely everything you need to know about using trusts to save inheritance tax.
- A new section on stamp duty land tax and trusts and how the 3% surcharge can be avoided.
- Fully updated guidance on family investment companies, combining massive IHT savings with other tax savings.
- Everything you need to know about potentially exempt transfers, tax free after 7 years.
- Inheritance tax planning techniques for unmarried couples.
- How to use business property relief to pass unlimited assets to your family.
- The latest guidance on the availability of key capital gains tax reliefs - important for owners of family businesses.
- Why now is a good time to implement the tried and trusted Family Debt Scheme.
- How to protect valuable antiques, paintings, etc from IHT.
- Things to watch out for if you're from a Scottish family or own property in Scotland.
- Important changes to the charity exemption that will require some individuals to change their wills.
- Important changes to agricultural property relief from 6th April 2024.
- Other Government proposals and potential future tax changes.
- IHT Planning after death - How families can still save tax after a loved one has died.
Click here to read the full contents listing and first chapter of the book

When you order this guide you will also receive a FREE e-book copy of How to Save Tax 2023.
This comprehensive tax guide contains over 150 pages of tax saving tips. Updated following the March 2023 Budget, it contains all the latest tax changes and is essential reading for all salary earners, business owners, landlords and retirees - anyone who wants responsible, tried and tested tax planning information.
Please click here for more information on this excellent bonus e-book.
What Will I Receive?
- Printed Book Orders - 289 page professionally printed book plus FREE PDF copy (immediate download)
- eBook Orders - 289 page PDF book (immediate download)
- All Orders - A FREE copy of our bonus guide How to Save Tax (immediate download)
- 100% Money Back Guarantee - Full refund if you are not entirely happy with your purchase
- Free Postage - Printed books are posted same day. Postage currently to UK only.