Tools to help you move IHT conversations forward with clients
You can educate and nurture clients with these resources when having conversations about estate planning.
Having early conversations
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 BPR to a client
Business Property Relief explained
Use this video to help your clients understand BPR 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
Your estate planning options
How to make your ISA inheritance tax efficient
Understanding Business Relief
Practical steps to prepare your estate for loved ones
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