Inheritance tax toolkit for advisers
Educate and nurture clients with these inheritance tax (IHT) resources when having conversations about estate planning.
IHT tools to help you move conversations forward with clients
Inheritance tax calculator
How much wealth will pass to loved ones?
Use this calculator in your conversations with clients to show the potential impact of inheritance tax and allowances.
Help illustrate why it’s important to take action.
You can download a PDF of the calculation to share with your clients.
Untangling inheritance tax guide
Simplify inheritance tax for your clients with our guide. It has been used in thousands of adviser-client conversations.
If you’d like any physical copies to send to clients, please get in touch.
Inheritance tax explained
Our video will help your client understand inheritance tax in five minutes.
Explaining Business Relief to a client
Business Relief explained
Use this video to help your clients understand Business Relief (BR) in five minutes.
Preparing and involving the family
What I own and where I keep it
We created this editable PDF so that your clients can keep a record of their assets and any gifts they’ve made.
Our handy document can be used in early estate planning conversations to get clients thinking about their estate. Or as a tool for clients who already have plans in place.
Get in touch with your Business Development Manager to co-brand this PDF with your firm’s logo when you give it to clients.
Guide to being an executor
Our guide to being an executor can help you have conversations with a client’s beneficiaries.
Contact us for physical copies or you can read it online.
Marketing estate planning to clients
We have five retail-friendly IHT articles you can use in your marketing and communications with clients. If you’d like any of these articles in Word, give your local Business Development Manager a call.
Making sense of inheritance tax
In this blog post, we explain what inheritance tax is and who pays it. We also touch on the rules and allowances associated with inheritance tax, but you should also discuss these with your financial adviser.
Your estate planning options
In this blog post, we discuss the different estate planning options available, including gifting, trust planning, Business Relief and life insurance.
How to make your ISA inheritance tax efficient
In this blog post, we discuss how an investor can plan for their estate while leaving their ISA pot in place within the ISA wrapper.
Understanding Business Relief
In this blog post, we cover the history and both the benefits and risks of a BR-qualifying investment.
Practical steps to prepare your estate for loved ones
In this blog post, we discuss practical steps you can take to prepare your estate. This includes making a will, involving your executors, and helping them ahead of time.
We’re here to support you
Need help with our website, accessing live updates, or looking for general support? We’ll have one of our team give you a call.
Contact our team
Got a question?
Call us at 0800 316 2295
Related inheritance tax resources
The Knowledge Base
Need some support with the technical details of estate planning?
Look no further than The Knowledge Base.
Ask Octopus
Have a technical question about estate planning, or a question about the tax rules relating to a client’s estate?
We’re here to offer advisers support.
Estate planning now and moving forward
Visit our inheritance tax post-Budget webpage.