INHERITANCE TAX

Stop HMRC

Taking 40% of Your Family’s Wealth

Most families lose hundreds of thousands to Inheritance Tax.

We’ve created a 30-part video series to expose the traps, myths, and strategies — and show you how to protect your legacy.

WHY IT MATTERS?

Inheritance Tax (IHT) is often called the “silent wealth killer”. Most families ignore it until it’s too late, and by then, the taxman has already claimed a huge share of what should have gone to loved ones.

Unlike market fluctuations, IHT isn’t about chance — it’s about planning. The decisions you make now will determine whether your children inherit a thriving legacy or a heavily reduced estate.

From April 2027, your pension will be dragged into your estate. That’s outrageous. Pensions are supposed to be sacred, yet under the new rules, your children could lose 40% to inheritance tax and another 40% as higher-rate income tax when they draw it down.

On a £1 million pension, they’d be left with just £360,000.

We don’t think that’s fair, and we’ll show you the strategies you can use to fight back against this unfair move by the Government.

But time is running out — the clock is ticking, and you need to act before April 2027.

IHT is the one of the biggest financial decisions of your life.

Doing nothing, or relying on generalists, costs families fortunes.

The right plan, done properly, can save your children hundreds of thousands.

What’s Inside the Series

HERE'S JUST A TASTE OF WHAT YOU'LL DISCOVER IN THE 30 VIDEOS:

FOUNDATIONS

  • What is Inheritance Tax (IHT)?

  • The 40% Tax That’s Really 75%

  • Nil Rate Band - How the Government lied to us

  • The Pension Scandal – £1m Shrunk to £360k

  • Why HMRC is desperate to increase IHT

ADVANCED TACTICS

  • Non-domicile planning

  • Woodland & Agricultural reliefs

  • Alternative assets, gold, bitcoin and private equity

  • Enterprise Investment Schemes

  • Offshore Pensions & Annuities

STRATEGIES

  • Gifting – pitfalls & paperwork

  • Trusts – why most fail without updates

  • BPR & EIS – reliefs under attack

  • Equity release from your principal residence

  • Pensions, property, life insurance, charity & more

  • Legal loopholes that you can still use

CASE STUDIES

(Mistakes Real Families Made)

  • Mis-sold products by 'IHT Specialists'

  • Family Accountants creating poor IHT Structures

  • House gifting gone wrong

  • The “7 Year” trap that backfired

  • Forgotten forms costing tens of thousands

YOU NEED A TAX STRATEGY - NOT TAX ADVICE

WHY US

Right now, you don’t need tax advice — you need a tax strategy. That’s what we do.

As Inheritance Tax Consultants and Estate Planning Strategists, our role is to show you every option, explain the strategies behind them, and make sure you understand the pros and cons.

The problem with going straight to an IHT specialist is that they only advise in their own niche — AIM shares, trusts, annuities or something else — which often means being steered into a product that may not be right for you. We take a different approach.

We don’t sell products and we don’t give regulated advice, which means our insights are 100% independent. Instead, we provide the full plan: research, strategy, and a clear path, then we connect you to the right specialist.

After 25 years in the regulated space, we know the process inside out. And the truth is, the difference between a real strategy and generic advice isn’t measured in pennies — it’s measured in hundreds of thousands of pounds.

Families have been devastated by poor advice, or worse, no advice at all.

This isn’t an area to experiment with; mistakes can last for generations.

We’ve rescued countless failed IHT strategies.

Many clients came to us after their first attempt went wrong. We’ve seen the pitfalls and know how to put things right.

Fixing mistakes

often costs double.

Errors made early on mean unwinding trusts, restructuring portfolios, or even selling assets under pressure — all of which carry extra cost.

Some damage can never be undone.

Once HMRC takes its cut, there’s no negotiating it back. Families lose life-changing sums forever.

Get it right the first time with a specialist.

Our role is to prevent you from falling into the traps that cost ordinary families dearly.

We simplify the complex.

Legal structures, exemptions, and allowances can sound intimidating. We translate them into plain English, showing you step by step how to protect your wealth.

We put families, not forms, at the centre.

Numbers matter, but so do your values, relationships, and goals. We build strategies that reflect not only tax law, but also what matters most to you.

Ready to Protect your Family’s Future?

WHY JOIN THIS TRAINING?

GET INSTANT ACCESS

TO ALL 30 VIDEOS

WHEN YOU REGISTER

This training is designed to be practical, simple to follow, and directly applicable to your situation. It’s about giving you the same insider knowledge that wealthy families use — without the huge price tag.

No Cost. No Obligation.

You can access this training completely free, with nothing to lose and everything to gain.

Direct Access to an IHT specialist.

You’ll learn from someone who has spent years navigating the complex world of Inheritance Tax — not just scratching the surface but showing you exactly how to protect what you’ve built. We will also connect you with qualified IHT Specialists through our network of experts.

Knowledge you won't get from accounts or advisors.

Most accountants focus on tax returns, not long-term legacy planning. Most financial advisers focus on selling products. Here, you’ll finally get straight-talking strategies that put your family’s future first.