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Exec Connect: How to Die Tax Efficiently

17th September 2026

Date: Thursday, 17th September 2026

Time: 10:00 am

Location: Online

There have traditionally been four different attitudes to inheritance tax planning:

  • “The kids get what they get (and should be grateful to receive anything).” 
  • “I will lead a comfortable life, but take some steps to prepare for my passing.”
  • “The taxman will not get anything out of me, even if it means I risk a bit of poverty over my final years.”
  • “I’m going to bury my head in the sand, and pretend that I’ll never actually die!”

However, we have recently seen a change in attitude to inheritance tax planning, following the 2024 Budget.  Many people are reconsidering their attitude to IHT, particularly because one of the fundamentals of the family business (or farm) has changed:  it is no longer good advice to “die with the shares” for a business owner.  In addition, the potential double tax charge on pensions, due to apply from 6 April 2027, is seen as unfair.

It may not be the most comfortable subject, but inheritance tax planning can protect your estate and ensure your family — not the taxman — benefits from your life’s work. 

This session provides a clear introduction to inheritance tax.  We will also carry out an exercise where each attendee will try to estimate their own inheritance tax exposure.

We will then consider ownership structures and the strategies available to reduce exposure.  Finally, we touch upon other aspects of estate planning, including the “dark bucket list”, legacies, foundations, family charters, etc.

 

What You’ll Learn

  • How inheritance tax works in the UK, and the tax treatment of different asset ownership structures (personal, company, pension, trusts, etc.).
  • How to estimate your own inheritance tax liability.  Effectively, we are going to take you through a pro-forma IHT calculation, where we cover off the most commonly seen items in the IHT estate.
  • Some simple planning options for reducing exposure (Wills, gifting, transfers, trusts, deeds of variation, emigration, etc.).
  • Advanced strategies to reduce or freeze inheritance tax on major assets like property portfolios, investments, and business interests.

👉 Outcome: You’ll leave with a basic understanding of Inheritance Tax, including some of the changes that were made in the October 2024 Budget.  You should be able to estimate your inheritance tax exposure now, and then predict how this will change after 6 April 2027.  Finally, you will gain insight as to how you might go about minimising exposure to inheritance tax.

 

⚡ Each of these sessions is designed to give Exec Connect members practical clarity, strategic options, and peace of mind around the most important tax decisions you’ll face as a business leader.