InheritanceShield Finance
Change is coming in April 2026

Inheritance tax is changing, are you ready?

Rules on UK farms, businesses, and pensions are changing and many families will get caught out simply for not knowing what’s coming.

Take the 3-Minute Free Inheritance Check Watch our Podcast

Instant snapshot

Understand your tax risk in minutes

Understand your tax risk in minutes

Get next steps straight to your inbox

Save on Adviser Fees

Expert insight without the costs

InheritanceShield Dashboard

Traditional advice can cost thousands. InheritanceShield’s AI combines expert training with instant guidance, so you can start planning smarter, sooner!

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£14 billion

What HMRC expects to collect each year by 2029

31,500 estates

Paid inheritance tax last year — up 13% in one year

2026–27

Major rule changes hit farms, businesses and pensions

Your Inheritance Action Plan

£99 / one-time

Get a step-by-step plan to protect more of what you’ve built.

  • Your tailored 6-step inheritance plan
  • Printable checklists + video explainers
  • Timeline of what to do before April 2026
  • Designed by inheritance experts
Get My Action Plan

Chat with Expertly Trained Inheritance AI

£149 / one-time

Your personal inheritance expert — available 24/7.

  • Your tailored 6-step inheritance plan
  • Instant answers from an AI trained by real inheritance specialists
  • Explore how new 2026–27 rules affect your estate
  • Get tailored insights on property, pensions, and businesses
  • Save thousands vs. traditional advice
Chat with the Inheritance AI

Speak to a Local Adviser

From £295 / session

For those who want a human touch and professional review.

  • One-to-one video call with a qualified adviser near you
  • Personalised strategy for your family, business, or farm
  • Review of your plan + next-step recommendations
  • Trusted professionals, vetted by InheritanceShield
Book a call

Our plans

Choose the level of guidance that’s right for you

Expert-led guidance made simple — from a quick free check to one-to-one advice.

Free 3-Minute Inheritance Check

Free

Perfect for anyone who wants to see where they stand

Take the Free Check
  • Instant snapshot of your inheritance exposure
  • Free email summary + personalised next steps
  • Understand your risk before the 2026 rule changes
Most popular

Your Inheritance Action Plan

£99 / one-time

Get a step-by-step plan to protect more of what you’ve built

Get My Action Plan
  • Your tailored 6-step inheritance plan
  • PPrintable checklists + video explainers
  • Timeline of what to do before April 2026
  • Designed by inheritance experts

Chat with Expertly Trained Inheritance AI

£149 / one-time

Your personal inheritance expert — available 24/7

Chat with the Inheritance AI
  • Instant answers from an AI trained by real inheritance specialists
  • Explore how new 2026–27 rules affect your estate
  • Get tailored insights on property, pensions, and businesses
  • Save thousands vs. traditional advice

Speak to a Local Adviser

From £295
/ session

Perfect for anyone who wants to see where they stand

Book a call
  • One-to-one video call with a qualified adviser near you
  • Personalised strategy for your family, business, or farm
  • Review of your plan + next-step recommendations
  • Trusted professionals, vetted by InheritanceShield
New Podcast

Inheritance tax, the hidden threat

Discover why more middle-class families are being hit, and how to stay ahead of the 2026 rule changes.