2026: Why Tax Planning in Staines Matters More Than Ever

As 2025 draws to a close, many of us start thinking about the year ahead—new plans, resolutions, and things we’ve been putting off. One resolution growing in importance for families in Staines is prioritising tax planning, especially inheritance tax.

It may not be exciting but getting it wrong can be costly.

 

Why Inheritance Tax Planning Is Crucial for Staines Families

Events like Covid-19 and the war in Ukraine have put government finances under pressure. This often leads to higher taxes, and inheritance tax is increasingly in HMRC’s sights.

In Staines, where property prices are among the highest in England, many people underestimate their wealth. Even if day-to-day life feels normal, the value of your home alone could push your estate above the inheritance tax threshold—triggering a 40% tax on the value above allowances.

 

How a Solicitor Can Help

Professional advice isn’t about avoiding tax—it’s about planning properly to use existing allowances and reliefs. A local solicitor can help you:

• Make or update your Will as part of estate planning

• Reduce future inheritance tax liabilities

• Set up trusts for children, grandchildren, or vulnerable family members

• Put Lasting Powers of Attorney in place

• Structure gifts or assets efficiently

Sensible planning can save hundreds of thousands of pounds and give your family real peace of mind.

Do You Need Inheritance Tax Advice?

Consider professional advice if you:

• Expect your estate to exceed £325,000 (£500,000 including your main home)

• Own a business, multiple properties, or significant investments

• Want to help children financially while retaining control

• Care about tax efficiency and long-term planning

• Want to avoid family disputes, delays, or confusion

Failing to plan could leave eye-watering sums going straight to HMRC—money that could instead help the next generation.

Local Tax Planning Experts You Can Trust

Tax planning is often “important but not urgent.” Life gets busy, and it’s easy to put it off—but once it becomes urgent, it may be too late.

For over 100 years, Dale & Newbery have helped families across Staines protect their wealth and plan for the future. Inheritance tax planning is a key part of that work. If we can help you, do not hesitate to contact us today.