Planning today. Protecting tomorrow.
Inheritance Tax Planning
Inheritance tax affects more families than ever before. Rising property values, pensions, and long-term investment growth mean that even modestly complex estates can face a significant tax liability.
WE THINK DIFFERENT
We Work Different
At Market Insider, we help clients and their advisers understand inheritance tax exposure and co-ordinate practical planning strategies, bringing clarity where advice has often been fragmented.
IHT
Why inheritance tax matters
Inheritance tax can be charged at up to 40% on estates above the available allowances. In many cases, the issue is not a lack of planning, but a lack of structure.
Common situations include:
Property and investment assets held over many years
Pensions and SIPPs not aligned with wider estate planning
Advice received at different times from different professionals
No single point of co-ordination
Without clarity, even good intentions can result in unnecessary tax.
How we help
We specialise in inheritance tax coordination, working alongside solicitors and other professionals to ensure planning is joined-up, realistic, and properly implemented.
We’re not FCA-regulated, which means we don’t sell products and we don’t take fees from investments or platforms. That independence matters.
The best way to protect an estate often involves changing structures or moving assets off certain platforms, something traditional wealth managers can be conflicted about.
We don’t provide regulated investment advice. Where regulated advice is needed, we work closely with appropriately authorised professionals from our trusted network.
Our focus is on structure, timing, and execution, bringing property, wills, trusts, gifting and investments together so your estate is clear, defensible, and easier for your family to manage.
Start with Clarity
Complete our FREE Inheritance Tax Questionnaire to receive a high-level overview of your potential inheritance tax exposure and identify common planning gaps.
No obligation. No sales calls.
Your information is 100% secure and treated in strict confidence. Once submitted, we will review your responses and prepare an initial strategy outline within a few working days.
Download the IHT brochure
Get the Market Insider Inheritance Tax Brochure and see how proactive planning can help protect your estate ahead of upcoming changes. Inside, you’ll discover:
Hidden tax traps affecting families
The 2027 pension rule explained
Protecting your home, savings, and legacy
Learn more
Book a consultation and speak directly with Ranjeet in a confidential, no-obligation consultation to discuss your situation and next steps.
YOU NEED A TAX STRATEGY - NOT TAX ADVICE
Watch the Labour’s Pension Bombshell
Inheritance Tax is becoming an increasing concern, particularly with major changes expected from April 2027, when unused pensions are likely to be brought into the IHT net. There are clear strategic steps that can help protect pension wealth and reduce exposure, but the window to act is narrowing.
If you’d like to explore your own situation in more detail, you’re welcome to book a free 15-minute IHT consultation at a time that suits you.
Explore your options
For Individuals and Families
For a deeper overview of inheritance tax and our approach:
Information provided is for general guidance only and does not constitute legal, tax, or regulated investment advice. Market Insider is not FCA regulated..
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Protect Your Family’s Wealth — Before HMRC Takes Its Share
Download the Market Insider Inheritance Tax Report and learn how successful families are protecting their estates using
The Seven Pillars of IHT Planning.
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