Property & inheritance
Furnished Holiday Let Abolition Model
Keep it as a holiday let, switch to a long let, or sell — compared over ten years.
£19.00Details
Business & Agricultural Property Relief Succession Model
The 2026 inheritance tax reforms, and four ways to plan for them.
Models the inheritance tax position on business and agricultural assets under the reforms effective 6 April 2026 — 100% relief on the first £2.5m, 50% above it — and compares four paths: do nothing, lifetime gifting, a trust settlement, and life insurance.
What's in it
- The £2.5m allowance and 50% relief above it
- Four succession paths compared
- Gift taper relief schedule
- Spouse transfer of the unused allowance
- Quick-start guide (Word)
Formats
Microsoft Excel
An .xlsx file you download and keep. Works in Excel 2016 and later, and in Numbers and LibreOffice.
Google Sheets
Upload the .xlsx to Google Drive and open it with Google Sheets. Nothing to install.