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Estate Planning in Berkshire

A county that runs from the racing yards and downland farms of the west to some of the most valuable homes in the South East. What that mix means for inheritance tax, and where planning earns its keep.

Written by the Fairchild Oldfield team · Last reviewed: August 2026

£399,752
Average home in West Berkshire, the rural heart of the county. Above the £325,000 nil-rate band on its own, but within the £500,000 an individual can pass with a home to children.
HM Land Registry, UK House Price Index, West Berkshire, May 2025. Thresholds per gov.uk, as at August 2026, subject to change.

Berkshire has not had a single county council since 1998, and it does not have a single house price either. It is six unitary authorities, and the spread between them is wide enough to change the estate-planning conversation from one end of the county to the other.

The two Berkshires, and what each means for inheritance tax

In the west, around Newbury, Hungerford and Thatcham, the average home in West Berkshire was £399,752 in May 2025, up 4.6% over the year (HM Land Registry, UK House Price Index, West Berkshire, May 2025, subject to change). A home at that level sits above the £325,000 nil-rate band on its own, but comfortably within the £500,000 an individual can pass where a home goes to direct descendants, and well within the £1,000,000 a couple can combine by pooling both nil-rate and residence nil-rate bands (gov.uk, as at August 2026, subject to change). On the house alone, most West Berkshire households are not near an inheritance tax bill.

Move east and the arithmetic shifts. Wokingham, in the county's commuter belt, averaged £510,000 in May 2025 (HM Land Registry / ONS, UK House Price Index, Wokingham, May 2025, subject to change), and in Windsor and Maidenhead the average home was £583,785 in May 2025, up 4.4% over the year (HM Land Registry, UK House Price Index, Windsor and Maidenhead, May 2025, subject to change). A typical home in these towns already passes the £500,000 an individual can shelter with a home to children, so a single owner could leave a taxable estate on the property alone. A couple's combined £1,000,000 still covers it, but only a modest pension, some savings or a second property is needed to carry the estate past that ceiling, and the allowances are not moving: the £325,000 nil-rate band is frozen until 5 April 2031 and the £175,000 residence nil-rate band until 5 April 2031, while prices in the east keep rising (gov.uk, Inheritance Tax thresholds, as at August 2026, subject to change). The result is that two families in the same county, both feeling comfortably-off rather than wealthy, can face very different questions.

Farms, racing yards and studs: the April 2026 relief change

What sets Berkshire apart from a commuter county is what sits on the land in the west. The Lambourn valley is the second-largest centre of racehorse training in England after Newmarket, with more than 1,500 horses stabled in and around the village and its own equine hospital, gallops and specialist yards (Wikipedia, Lambourn, accessed August 2026). Zoom out and the concentration is striking: around 10% of Britain's racehorse trainers and roughly 3,700 racehorses sit within the North Wessex Downs National Landscape that covers much of west Berkshire (North Wessex Downs National Landscape, accessed August 2026). Alongside the training yards sit stud farms, liveries and the arable and grazing holdings of the North Wessex Downs. For these families the estate is rarely just the house. It is the house, plus land, plus stables, gallops and buildings, plus a working business that a son or daughter may want to keep running.

That is why a tax change taking effect from 6 April 2026 matters more in this county than a house price does. From that date, agricultural property relief and business property relief give 100% relief on the first £2.5 million of qualifying property per person, with relief on value above that allowance dropping to 50% (announced by government and updated at Budget 2025, subject to legislation, gov.uk, as at August 2026, subject to change). A downland farm, a Lambourn training yard or a stud worth several million pounds could, until now, have passed largely free of inheritance tax through these reliefs, and much of it still can. Under the reformed allowance, the value above £2.5 million per person would attract relief at 50%, leaving an effective 20% charge on that slice.

The practical worry is not the tax rate. It is that farms, yards and studs are asset-rich and cash-poor. A family can inherit hundreds of acres, a set of buildings and a going concern, and still have very little cash to hand to settle a bill measured in six figures. Without planning, the tax can force the sale of land, or of the business itself, to raise the money, which is the opposite of what most owners intend when they say they want to keep it in the family. Where a holding is genuinely trading, the reliefs still do a great deal of work; the change is in how much sits above the new £2.5 million line, and how a family funds whatever tax remains.

Handling that well is rarely a single document. It can mean reviewing how the land and business are owned between spouses so that two £2.5 million allowances are used rather than one, giving a couple up to £5 million of combined 100% relief that is now transferable on death, checking that a yard, stud or livery is structured to count as trading rather than investment for relief, and looking at whether life cover written in trust could meet a future bill without touching the land (gov.uk, as at August 2026, subject to change). Each step has its own tax and control effects, so these are matters most families work through with a qualified adviser rather than settle by a rule of thumb.

Higher-value estates and the £2,000,000 taper

In the east of the county, and for the larger rural estates, a second rule comes into play. The residence nil-rate band, the extra allowance for leaving a home to children, is reduced by £1 for every £2 by which an estate exceeds £2,000,000, and it can be lost altogether (gov.uk, as at August 2026, subject to change). Combine a high-value home in Ascot, Sunningdale or Cookham with a pension, investments and perhaps land or a business, and £2,000,000 is not a remote figure. An estate of around £2,350,000 loses the whole of one person's £175,000 residence band to the taper, so an allowance a family assumed it had may not be there when it is needed. For estates near that line, the order in which assets are held and gifted can change the bill, which is worth checking rather than assuming.

A Berkshire snapshot (illustration only). A couple near Lambourn own a training yard, gallops, stables and grazing that count as qualifying agricultural and business property worth £4,000,000, held largely in one spouse's name, plus a farmhouse and savings of £700,000. From 6 April 2026 each person gets 100% relief on the first £2.5 million of qualifying property, with 50% relief above (gov.uk, subject to change). Because those assets sit above one person's £2.5 million allowance, the slice above is relieved at only 50%; reviewing how ownership is split, so both £2.5 million allowances are used, can change that. With a total estate above £2,000,000 the residence nil-rate band also begins to taper away (gov.uk, subject to change). Two families with identical assets can end up with very different bills depending on how ownership is split and who intends to keep farming. This is general information, not a calculation for your estate.

How we help

The planning that fits a Berkshire estate

The right combination depends on whether the estate is a family home, a farm, a training yard or a mix of all three.

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Towns and areas we cover around Berkshire

Our advisers work with families right across the county, from the downland villages of the west to the Thames-side towns of the east. That includes Reading, Newbury, Windsor, Maidenhead, Bracknell, Wokingham, Slough, Thatcham, Hungerford, Ascot, Sunningdale, Sandhurst, Crowthorne and the Lambourn valley, along with neighbouring parts of Oxfordshire, Buckinghamshire, Hampshire and Surrey.

Our advisers cover Berkshire by phone, video or in person across England and Wales. Whether a family sits in the Lambourn valley or one of the Thames-side towns, there is no branch office involved and none is needed. A stud or farm review often works best on site, with deeds, land plans and stabling records already to hand, while many town clients prefer a video call around work. You can arrange a consultation or read more about the areas we cover.

Berkshire estate planning: common questions

We run a training yard near Lambourn. Does the April 2026 change put it at risk?

It depends on the value and how the yard is owned. From 6 April 2026 agricultural and business property relief give 100% relief on the first £2.5 million of qualifying property per person, then 50% above, subject to legislation (gov.uk, as at August 2026, subject to change). A genuinely trading yard still attracts substantial relief; the question is how much value sits above the new allowance and how any remaining tax is funded. Splitting ownership between spouses to use two £2.5 million allowances, and confirming the business counts as trading, are the sort of steps a qualified adviser would review.

Our home in Windsor is worth more than £500,000. Will there be inheritance tax to pay?

Possibly, depending on the rest of your estate and your circumstances. An individual can generally pass up to £500,000 where a home goes to direct descendants, combining the £325,000 nil-rate band and up to £175,000 residence nil-rate band; a couple can combine allowances up to £1,000,000 (gov.uk, as at August 2026, subject to change). With an average Windsor and Maidenhead home at £583,785 in May 2025 (HM Land Registry, subject to change), a single owner could exceed the individual limit on the house alone, while a couple usually would not without other assets. The figures depend on your full position.

We own farmland let to a grazing tenant near Newbury. Does it still qualify for relief?

Agricultural property relief can apply to let farmland as well as land farmed in hand, though the rules on occupation, ownership periods and the type of tenancy affect whether and how it qualifies (gov.uk, agricultural relief guidance, as at August 2026, subject to change). From April 2026 the £2.5 million 100% allowance and 50% relief above it apply here too. Because tenancy type and history matter, let land is usually reviewed case by case rather than assumed to qualify.

Our estate is over £2 million. Why does that matter for the home allowance?

The residence nil-rate band is reduced by £1 for every £2 by which an estate exceeds £2,000,000, and can be lost entirely (gov.uk, as at August 2026, subject to change). For higher-value homes in the east of the county, or a house combined with land or a business, this taper can remove an allowance a family assumed it had. For estates near that line the way assets are owned and gifted can change the outcome, which is worth checking.

Is a stud or livery a trading business for relief purposes?

It depends on the activity. Business property relief generally applies to trading businesses rather than those that mainly hold investments, and studs, liveries and equestrian operations can fall on either side depending on how they operate (gov.uk, business relief, as at August 2026, subject to change). Because the distinction turns on the detail of the business, it is one a qualified adviser would look at closely before relying on relief.

Do you have an office in Berkshire?

No. Fairchild Oldfield serves families across England and Wales by phone, video or in person, and does not operate a branch in the county. Many Berkshire clients find a visit to the farm, yard or family home works well, because deeds, land plans and business papers are already in one place. You can arrange a consultation at a time that suits you.

About Fairchild Oldfield

The Fairchild Oldfield team brings together estate planning, tax, independent financial advice and client care, working with families and business owners across England and Wales.

Fairchild Oldfield are estate planning specialists and will writers, not a firm of solicitors. This page is general information based on practical experience, not legal, tax or financial advice.

Important: This page is general information only and is not legal, tax or financial advice, and reading it does not create a professional relationship. It describes the law of England and Wales. Local house-price figures are drawn from HM Land Registry UK House Price Index data and are dated where cited; tax figures are from gov.uk. The agricultural and business property relief changes for 6 April 2026 were announced by government and remain subject to legislation. All figures and rules are as at August 2026 and are subject to change. Before acting, many people choose to seek advice from a suitably qualified professional, such as a solicitor, a STEP practitioner, an accountant, or an FCA-authorised financial adviser, who can consider your individual circumstances.

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