DIY Inheritance Tax Planning Mistakes | What Documents You Must Have in Place (UK Guide)
Many families try to handle inheritance tax planning themselves — but simple mistakes can end up costing thousands.
In this episode, Vignes (Founder of Plouta) speaks with Inheritance Tax Adviser Sanjay Kukar about the most common mistakes people make when trying to plan inheritance tax on their own.
We cover:
✅ Common DIY inheritance tax planning mistakes
✅ Why poor planning can lead to unexpected tax bills
✅ Key documents every family should have in place
• Wills
• Lasting Power of Attorney (LPA)
• Asset schedule
• Estate planning documentation
✅ When it makes sense to seek professional advice
If you own a home, have savings, investments, or a business, understanding these mistakes can help you protect your family’s wealth and avoid unnecessary tax.