Skip to content
taxadvisory@aswatax.co.ukWe reply the same working day.Book a call
Book a call

The library

Resources from ASWATAX12 case studies8 episodes21 videos148 articles

Proof first: real client situations and how they were solved. Then the talkinTAX conversations, quick videos, free guides and tools.

24 results on inheritance tax and trusts

01

Case studies 2

Real client situations and how we solved them.

  1. Case 01 · Inheritance tax and trustsCross-Border IHT Planning: How a Forgotten Treaty Saved a £1.6 Million Tax BillOur clients were a married couple in their late sixties; both born in India, both long-term UK residents, and both with significant assets on either side of the world.7 min read
  2. Case 07 · Inheritance tax and trustsInheritance Tax Review & Trust Wind-Up Case StudyInheritance tax is a significant charge levied on an individual's estate on death at a rate of 40%. Several planning opportunities are available to mitigate IHT exposure and allow maximum value to be transferred to child6 min read
02

talkinTAX podcast 2

Conversations with tax, legal and HMRC specialists, in episode order.

  1. Episode 01Episode 1: talkinTAX · Inheritance tax and trustsUK Inheritance Tax: Advice from a Chartered Tax Advisor
  2. Episode 08Episode 8: talkinTAX · Inheritance tax and trustsUK Wills & Trusts Specialist - Richard Ansah | talkinTAX by ASWATAX
04

Short videos 6

Quick answers to common tax questions.

  1. VideoInheritance tax and trustsIncome tax and Capital Gains Tax on Trusts - Part 3/4
  2. VideoInheritance tax and trustsInheritance Tax and Trusts - Part 4/4
  3. VideoInheritance tax and trustsSettlors, trustees and beneficiaries - ALL ABOUT TRUSTS! Part 1/4
  4. VideoInheritance tax and trustsTaper Relief for Inheritance Tax purposes
  5. VideoInheritance tax and trustsThe types of trusts - Part 2/4
  6. VideoInheritance tax and trustsTRUSTEES! Nearly ALL trusts are required to register with the HMRC Trust Registration Service!
06

Articles 13

The latest from the journal, written by Omar Aswat CTA.

See 13 in the journal →
  1. Inheritance tax and trustsThe Seven-Year Rule: Why August Is the Right Time to Start the ClockThe Autumn Budget has been announced for late October. The new Prime Minister has signalled, publicly and on multiple occasions, that he wants to look at the…10 Aug 2026 · 9 min read
  2. Inheritance tax and trustsInheritance Tax Planning: 5 Exemptions Everyone Should UseEvery Way You Should (and Shouldn't) Reduce Inheritance TaxInheritance Tax (IHT) is often called a "voluntary tax"—voluntary because, with the right strategy,…16 Jul 2026 · 4 min read
  3. Inheritance tax and trustsBusiness Relief Changes 2026: Inheritance Tax Impact & What to DoThe UK’s Business Relief (formerly Business Property Relief) and Agricultural Property Relief (APR) have long been cornerstones of inheritance tax planning,…11 Jun 2025 · 4 min read
  4. Inheritance tax and trustsTrusts to Reduce Inheritance Tax: Common Mistakes to AvoidFor high-net-worth individuals (HNWIs) and business owners in the UK, wealth preservation and minimising estate taxes are often top priorities. One of the most…29 Apr 2025 · 7 min read
  5. Inheritance tax and trustsWill 2025 Be the Year of Major Tax Changes? How to PrepareAs the UK moves through 2025, a number of significant tax changes are on the horizon. From changes to Capital Gains Tax (CGT) to potential reforms in Stamp…13 Mar 2025 · 6 min read
  6. Inheritance tax and trustsUK Inheritance Tax on Overseas Assets: Reduce Your LiabilityDealing with inheritance tax (IHT) can be challenging enough; it’s an extremely complex area of UK taxation. And if you have assets spread across multiple…25 Feb 2025 · 6 min read
07

Tools 1

Run the numbers yourself before you call.

  1. Inheritance Tax CalculatorSee your estate's likely IHT bill and what planning could save.Try it on Private Families
Chartered Tax Adviser