You’ll be scored against the following key areas:
Tax Basics
Discover how frozen allowances and the 40% tax rate could put your family wealth at risk.
Legal Readiness
Find out if your will and executors are ready for the new responsibilities coming in 2027.
Assets and Pensions
Learn why knowing the true value of your estate and pensions is vital to avoid hidden tax traps.
Planning and Protection
See which proven strategies — from trusts to gifting — can help protect your legacy from HMRC.
How it works
In just a few minutes, you’ll answer 16 simple questions designed to uncover how prepared you really are for the Inheritance Tax changes coming in 2027.
Each question is scored on a scale of 0–10, giving you a personalised readiness score across four key areas:
At the end, you’ll receive a clear breakdown of your results, plus tailored next steps to help you protect your family wealth — before it’s too late.
It’s free, and only takes 5 minutes to find out your readiness score.
Don’t just take our word for it, see what others have to say
"After losing my parents last year, I realised how important proper planning is. This quiz helped me identify gaps in my own estate plan. I’ve now started the process of putting everything in place to protect my children’s future."
– Sarah M., Business Owner, Manchester
"I’ve always found inheritance tax confusing, but this quiz broke it down in simple steps. It highlighted exactly what I needed to work on and gave me the next steps to sort it. Incredibly valuable for something that only took a few minutes."
– James R., Property Investor, Bristol
"I had no idea my pension could be hit by inheritance tax until I took this quiz. It opened my eyes to the changes coming in 2027 and helped me take action early. The guide made everything so much clearer — I now feel confident my family’s future is secure."
– Karen L., Retired Teacher, Surrey
"I took the quiz thinking it would just be interesting, but it genuinely helped me understand how exposed my pensions were to IHT. I’ve already joined the waitlist for the guide and booked a review — I'm glad I found this!!"
– Michael D., Company Director, Leeds
