Build a clear picture of your client's estate

Set the scene for IHT planning by establishing what's in your clients estate and the tax allowances available.

It's quick and easy to add clients' liquid assets, including ISA, GIA etc, and illiquid assets, like property, as well as their debt and mortgages.

Once this is all in one place, you add their pension(s) and apply the relevant tax allowances, using our handy guide for reference.

Now you can see the full estate and pensions, you can work your magic with IHT optimisation.

Opportunities for Inheritance Tax Mitigation

Through Estate Distribution and Gifting you can demonstrate various ways to optimise your clients' IHT liabilities.

Easily add a list of inheritors - with the option for charitable giving. Then add the gifts your client would like to make and the year they will be made. You can set as many gifts as you wish to see how all this can positively impact your clients' IHT liabilities. 

Inheritance Tax Optimisation Dashboard

With powerful visualisations that clearly demonstrate the value of your advice, the results dashboard is your most powerful ally.

By providing a visual representation of how different approaches affect IHT liabilities, this dashboard empowers advisers to have more meaningful conversations with clients, ultimately aiding in making informed decisions for effective estate planning.

Your clients will love the clarity and reassurance you can provide, as they see your advice translate into pounds saved.

Inheritance Tax Optimisation Dashboard

With powerful visualisations that clearly demonstrate the value of your advice, the results dashboard is your most powerful ally.

By providing a visual representation of how different approaches affect IHT liabilities, this dashboard empowers advisers to have more meaningful conversations with clients, ultimately aiding in making informed decisions for effective estate planning.

Your clients will love the clarity and reassurance you can provide, as they see your advice translate into pounds saved.

Inheritance Tax Optimisation Dashboard

With powerful visualisations that clearly demonstrate the value of your advice, the results dashboard is your most powerful ally.

By providing a visual representation of how different approaches affect IHT liabilities, this dashboard empowers advisers to have more meaningful conversations with clients, ultimately aiding in making informed decisions for effective estate planning.

Your clients will love the clarity and reassurance you can provide, as they see your advice translate into pounds saved.