Asset Rich, Cash Poor?

Expert guidance on tax planning and liquidity strategies for people who are wealthy on paper but need cash — without selling your assets.

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The Asset-Rich, Cash-Poor Challenge

Millions of people across the UK own valuable property, investments, and possessions — yet struggle when a large tax bill arrives or cash is needed quickly.

Frozen Tax Thresholds

The inheritance tax nil-rate band has been frozen at £325,000 since 2009, dragging more families into the 40 % tax net every year as property values rise. By 2028, an estimated 153,000 estates will be caught — almost triple the 2021 figure.

Tax Bills Before Probate

HMRC requires inheritance tax to be paid within six months of death — often before probate is granted and before assets can be sold. Families are left scrambling for cash at the worst possible time.

Liquidity Without Selling

Selling a family home or cherished possessions under time pressure usually means accepting below-market prices. There are better options — from asset-backed lending to tax-efficient restructuring.

How Much Inheritance Tax Will You Pay?

Use our free inheritance tax calculator to estimate your liability based on current HMRC thresholds. It takes less than two minutes and could save you thousands.

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