IHT Checker
+ Estimator
Empower your clients with a quick, easy, and personalised assessment of their inheritance tax position. Our two-minute tool helps your clients assess their IHT planning strategy and estimate potential liabilities, providing them with valuable insights to enhance their estate planning.
Step 1: Inheritance Tax (IHT) Checker
Your clients will answer a series of simple questions about their estate, current arrangements, and plans. The IHT Checker assesses their current planning status, identifies gaps, and suggests steps to strengthen their IHT strategy. It’s the perfect way to start a conversation with your clients about improving their estate planning and ensuring they’re on track for future tax efficiency.
Step 2: Inheritance Tax (IHT) Estimator
Once the IHT Checker is complete, clients move to the Estimator tool. By entering details about their marital status, assets, liabilities, and beneficiaries, they’ll receive an estimate of their potential inheritance tax liability. This gives them a clear understanding of whether their estate exceeds the tax threshold and how much they could potentially owe.
The entire process only takes around two minutes, providing both you and your clients with essential information for informed decision-making.
Why Offer This Tool to Your Clients?
Helps Start Essential Conversations
Offering your clients this tool is a proactive way to start discussing estate planning and inheritance tax. It allows them to see where they stand in terms of IHT planning, helping them to make informed decisions about potential adjustments to their estate strategy. The tool highlights the importance of starting retirement planning early and shows the long-term benefits of taking action sooner rather than later.
Saves Time and Simplifies the Process
The tool simplifies the complex process of IHT planning for your clients, making it easier for them to understand their potential liability. This time-saving tool provides immediate insight, reducing the need for lengthy meetings just to clarify basic IHT positions.
Encourages Client Engagement
By providing this tool to your clients, you not only offer them a valuable service but also foster engagement and trust. It positions you as a forward-thinking adviser who is invested in your clients’ long-term financial wellbeing.
Improves Lead Generation
Once clients start using the tool, it opens the door for more in-depth discussions, allowing you to offer tailored advice and solutions based on the results. This can lead to more leads and conversions for your business.
Easy to Integrate
Our IHT Checker & Estimator Tool is easy to integrate into your website or share directly with clients through email or client portals. It’s the perfect addition to your client service toolkit.