Our comprehensive approach to inheritance tax planning allows you to illustrate your client's future inheritance tax liability concisely and accurately at any age, as well as including multiple proposals to reduce your clients inheritance tax liability and see the impact this has on their estate.
2 Way Integration with Iress Xplan – Now Available
As part of our continuing development with back-office system integrations, we are pleased to confirm that the 2-way integration with Xplan is now available on FinCalc!
Client Portal Custom Fact Finds Added
Following the success of our Client Portal, we are pleased to announce a new additional feature of Custom Fact finds.
Keep the fact finding process seamless for your clients by requesting all of your required information in one place.
Model 1st Death - Now Available
As part of our continuous development at FinCalc, we are pleased to confirm you can now Model 1st death within the Cashflow. Model comprehensive death scenarios, including disposal of Assets and a range of death benefits which will include LTA and income tax calculations.
Client Portal - Now Available
We are pleased to announce the release of our New Client Portal.
This new system has been created to enhance your client's engagement. Not only is this an initial onboarding service, but also an ongoing secure communication platform between you and your clients. Customise the Client Portal to use your company logo and colours. Share and receive unlimited documents. 2-way secure messaging, grouped in easy-to-read conversations.