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Estate Planning in Solihull

In one of the West Midlands' higher-value boroughs, the typical home already sits above the basic £325,000 nil-rate band, so for many Solihull families inheritance tax is a live question rather than a distant one.

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

£337,000
The provisional average house price in Solihull in May 2026, up about 4.0% on the year. That is already above the £325,000 nil-rate band, before any savings, investments or pension are counted.
Source: ONS UK House Price Index, Solihull (E08000029), May 2026. Tax thresholds per gov.uk, as at July 2026, subject to change.

Solihull is one of the few places in the West Midlands where the average home, on its own, has already crossed the basic inheritance tax threshold. At about £337,000 in May 2026 (ONS UK House Price Index, Solihull, May 2026), the typical property sits roughly £12,000 above the £325,000 nil-rate band, before a single pound of savings, an ISA or a pension is added (gov.uk, as at July 2026, subject to change).

A borough that sits above the line

That starting point sets Solihull apart from most of its neighbours. The wider West Midlands region averaged about £248,000 in May 2026 (ONS UK House Price Index, West Midlands, May 2026), and neighbouring Birmingham about £233,000 (ONS UK House Price Index, Birmingham (E08000025), May 2026), both comfortably below the £325,000 nil-rate band. Solihull sits well above both, and the gap widens sharply by property type. A detached home in the borough sold for about £597,000 on average in May 2026, with semi-detached at £351,000 and terraced at £268,000 (ONS, Solihull, May 2026).

The residence nil-rate band changes how those figures land. A single person can pass on £325,000 before tax, rising to £500,000 where a home goes to direct descendants, because the residence nil-rate band adds up to £175,000 on top (gov.uk, as at July 2026, subject to change). So a typical Solihull home at £337,000 falls within a single person's £500,000 combined allowance, and comfortably within the roughly £1,000,000 a married couple or civil partners may reach where both sets of allowances transfer to the survivor. The average detached home is the point where the arithmetic tightens: at £597,000 it already sits about £97,000 above a single person's £500,000 allowance, so for a widow or widower in Dorridge, Knowle or Bentley Heath, the house alone can begin the estate above the line. Add the ISAs, the investments and the pension that often accompany a home of that value, and a share of Solihull estates move into 40% territory rather than out of it.

This is also an older and more settled borough than the regional average, which reinforces the point. About 72.2% of Solihull households own their home outright or with a mortgage, against 61.3% across England, and the median age is 43, above the England and West Midlands figure of 40 (ONS, Census 2021, Solihull). A high rate of ownership among an older population means more estates where a valuable, mortgage-free home is the largest single asset, and more estates where the residence nil-rate band and the way the home is left in a will do real work.

The £2,000,000 taper and higher-value estates

For Solihull's higher-value estates, the detail that matters most is the taper. The residence nil-rate band is not fixed for everyone: it reduces by £1 for every £2 by which an estate exceeds £2,000,000, and it can be lost entirely once an estate is large enough, at around £2,350,000 for a single £175,000 band (gov.uk, as at July 2026, subject to change). A £2,000,000 estate is not fanciful in the borough's premium pockets. A detached home in Barston, Hampton-in-Arden, Dorridge or Knowle worth well above the £597,000 average, combined with pensions, investment portfolios, business interests and perhaps a second property, can carry a couple's estate toward that line, and the reward for crossing it is that the very allowance meant to shelter the family home starts to disappear.

A change already legislated is likely to pull more Solihull estates toward the taper. For deaths on or after 6 April 2027, most unused pension funds and pension death benefits are due to be counted as part of the estate for inheritance tax (gov.uk, as at July 2026, subject to change). In a borough where six-figure defined-contribution pots are common alongside a valuable home, an estate that looks to sit under £2,000,000 today may not once the pension is added from 2027. For an estate near that boundary, the taper turns a modest increase in value into a disproportionate rise in tax, which is why higher-value households here tend to look at the whole picture, including the order in which assets are drawn down, rather than the house in isolation. The nil-rate bands themselves are frozen until the end of the 2030-31 tax year (5 April 2031) (HMRC policy paper, as at July 2026, subject to change), so continued price growth of the kind Solihull has seen quietly widens the taxable slice year by year.

Trusts, second marriages and keeping control

Where estates are larger, the questions move beyond who inherits toward how and when they inherit, and this is where trusts and careful will drafting earn their place. Second marriages and blended families are common, and a will that simply leaves everything to a new spouse can unintentionally disinherit children from a first relationship. A life interest trust over a share of the home is one route that can let a surviving spouse remain in the property for life while preserving capital for children, and trusts can also hold assets for a beneficiary who is young, vulnerable, or going through a divorce or business difficulty of their own. These are decisions about control and protection as much as tax, and they are more likely to be relevant in a borough where estates are sizeable enough to warrant the structure.

Lifetime giving carries more weight here too, precisely because more estates face a prospective bill. Making use of the annual exemption, gifts out of surplus income, and potentially exempt transfers that fall outside the estate after seven years can, over time, reduce what is taxable, though each depends on individual circumstances and the rules can change. None of this guarantees an outcome, and the interaction between gifts, trusts, the residence nil-rate band and the taper is exactly the sort of thing where a mistake is expensive. It is general information here, and a full review with a qualified professional is where a plan for a particular Solihull estate would actually be built.

Land, farms and family businesses on the rural fringe

Solihull is not only its town centre and suburbs. The borough runs out to green-belt villages such as Berkswell, Meriden, Barston and Hampton-in-Arden, where farmland, smallholdings and long-standing family businesses form part of some estates. For these households a further reform matters. From 6 April 2026, agricultural property relief and business property relief are being reshaped so that 100% relief applies to the first £2,500,000 of qualifying agricultural and business assets per person, with relief above that level reduced to 50%. That £2,500,000 allowance is transferable between spouses and civil partners, so a couple can pass on up to £5,000,000 of qualifying agricultural or business assets at full relief before the reduced rate applies (gov.uk, 23 December 2025, subject to change). Farmland and trading businesses that were historically expected to pass down largely free of inheritance tax may now carry a charge on the value above the new allowance, which is prompting some owners around Meriden and Berkswell to revisit succession plans that were settled years ago.

The Solihull numbers

The spread of local values is what makes the borough a genuinely mixed picture at the top end rather than a uniform one.

£597k
Average detached home
£351k
Average semi-detached
£268k
Average terraced home
£185k
Average flat or maisonette

Source: ONS UK House Price Index, Solihull (E08000029), May 2026. The overall average was £337,000, up about 4.0% on the year. Figures are provisional and subject to revision.

Allowance or rateLevel (July 2026)What it means for a Solihull estate
Nil-rate band£325,000The average home at £337,000 already sits about £12,000 above this on its own.
Residence nil-rate bandUp to £175,000Lifts a single person to £500,000 where the home passes to children, covering the typical home but not the average detached one at £597,000.
Couple combinedUp to £1,000,000Reaches above most Solihull home values, though sizeable pensions and investments can still take an estate beyond it.
Standard rate40%Charged only on the part of an estate above the available thresholds.
Taper threshold£2,000,000Above this the residence band reduces by £1 for every £2, a live issue for premium homes in Dorridge, Knowle and Barston.

Source: gov.uk/inheritance-tax for current thresholds and rates; the freeze to the end of the 2030-31 tax year (5 April 2031) was confirmed at Autumn Budget 2024 (HMRC policy paper). Figures are as at July 2026 and subject to change. This is general information, not a calculation for any particular estate.

How we help Solihull families

The parts that matter most here

In a borough where more estates face a prospective tax bill, the inheritance tax picture and the way a will is drafted tend to lead, with powers of attorney and care planning close behind.

Areas we cover around Solihull

We work with families across the Solihull borough and the surrounding parts of the West Midlands and Warwickshire, from the town centre and suburbs to the green-belt villages on the edge. Common locations include:

Our advisers cover Solihull by phone, video or in person, as part of a service across England and Wales. We do not run a high-street branch in the borough, which keeps arrangements flexible and lets us meet in a way that suits you. You can see how we work and what is included on our pricing page, read the wider estate planning guide for how wills, trusts and tax fit together, or book a consultation when you are ready.

Solihull estate planning: common questions

Is my Solihull home likely to face inheritance tax?

It depends on your whole estate, not the house alone, but Solihull is one of the areas where the home starts the calculation higher. The typical home is worth about £337,000 (ONS, May 2026), already above the £325,000 nil-rate band. Where a home passes to direct descendants a single person can pass on £500,000 and a couple up to about £1,000,000 (gov.uk, as at July 2026, subject to change), so many homes are covered, but savings, investments and pensions are added on top, which is where a bill can arise.

I own a detached home in Dorridge or Knowle. Where do I stand?

The average detached home in Solihull sold for about £597,000 in May 2026 (ONS, May 2026), and values in Dorridge, Knowle and Barston often run higher. That already sits above a single person's £500,000 allowance, so for a widow or widower the house alone can begin the estate above the threshold before other assets are counted. A couple's combined allowance of up to £1,000,000 may still cover it, but a higher-value home is a clear reason to look at the full position (gov.uk, as at July 2026, subject to change).

What is the £2,000,000 taper and could it affect me?

The residence nil-rate band reduces by £1 for every £2 by which an estate exceeds £2,000,000, and can be lost entirely once the estate is large enough, at around £2,350,000 for a single £175,000 band (gov.uk, as at July 2026, subject to change). A premium home combined with pensions, investments and perhaps a second property can carry a Solihull estate toward that line, so the taper is a real consideration for higher-value households in the borough rather than a theoretical one.

How will the 2027 pension change affect a Solihull estate?

For deaths on or after 6 April 2027, most unused pension funds and pension death benefits are due to be counted within the estate for inheritance tax (gov.uk, as at July 2026, subject to change). In a borough where a valuable home often sits alongside a substantial pension, this can move an estate that looked to be under a threshold, or under the £2,000,000 taper, above it, which is a fair reason to review an existing plan.

I have farmland or a family business near Meriden. What is changing?

From 6 April 2026, agricultural property relief and business property relief are being reshaped so that 100% relief applies to the first £2,500,000 of qualifying assets per person, with relief above that reduced to 50%. That £2,500,000 allowance is transferable between spouses and civil partners, so a couple can pass on up to £5,000,000 of qualifying assets before the reduced rate applies (gov.uk, 23 December 2025, subject to change). Land and trading businesses that were expected to pass largely free of inheritance tax may now carry a charge above the allowance, so succession plans settled years ago are worth revisiting.

Do you have an office in Solihull?

We do not have a branch in Solihull. Our advisers cover the borough and the wider West Midlands by phone, video or in person, as part of a service across England and Wales, so you can arrange a consultation without travelling to an office.

Written by the Fairchild Oldfield team

The Fairchild Oldfield team brings together estate planning, tax and client care, working with families across England and Wales, including Solihull and the West Midlands.

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 does not create a professional relationship. It describes the law of England and Wales. House price figures are from the ONS UK House Price Index for Solihull and are provisional and subject to revision. Tax figures and rules are current as at July 2026 and are subject to change, and the pension and relief reforms described are subject to legislation. 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.

Estate planning for Solihull families

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