Inheritance Tax Strategies Gain Urgency Amid Legislative Shifts in US and UK
Inheritance tax planning, once considered a concern for only the ultra-wealthy, has become a pressing issue for a broader demographic. Legislative changes in the US and UK are driving this shift, with critical deadlines looming in 2025 and 2026.
The US faces a sunset clause on its historically high $13.99 million exemption, while the UK introduces new restrictions on Business Property Relief and Agricultural Property Relief. These developments create an urgent need for heirs to master both proactive and post-mortem tax mitigation strategies.
Twelve actionable approaches are emerging as essential tools for wealth preservation across jurisdictions. The strategies address complex tax landscapes through a combination of pre-death planning and tactical maneuvers after death.
