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KEY FEATURES

Our comprehensive approach to inheritance tax planning allows you to illustrate your client's future inheritance tax liability concisely and accurately at any age. Include multiple proposals to reduce your clients inheritance tax liability and see the impact this has on their estate.

 

Maximum Tax Liability

At the click of a button, FinCalc calculates the maximum inheritance tax bill your clients may face over the next 10 years. Whether this is the client’s current position or after your planning, quickly establish the potential life cover required.

Compare Multiple Advice Options

See the impact of each scenario side by side with powerful visuals and choose which advice scenarios to include within your client friendly full report.

Smart Planning Options

Easy to input but complex planning options, which includes adding pension contributions, utilising equity release, transferring an Asset or Investment into Trust, transferring Investments to take advantage of available reliefs, and many more. 

Illustrate First and Second Death at Any Age

See the value of the estate and impact of inheritance tax at any age for either client. Using clear and concise graphs that are client friendly.  

Breakdown of Estate

Ability to see the household’s total estate year on year with the impact of first and second death, retaining Assets and Investments already in Trust to get the full picture.

Prefill from Cashflow

No need to re-enter Assets, Investments, Withdrawals, Pensions, Life Assurance, Liabilities or Repayments. These can be pulled into the tool at the click of a button.  

Complex Calculations

FinCalc handles Inherited Nil Rate and Residence Nil Rate Bands, Business Relief and Agricultural Relief, reduced rate for Charitable Donations and many more.

Includes Trusts and Gifting

Incorporate any Trusts already set up and Gifts made to get the full picture. FinCalc includes the additional tax due and the decrease in the Nil Rate Band for failed PETs and CLTs, as well as the complexities of the 14-year rule.

Quick Succession Relief

Added flexibility to include unmarried couples within the calculations to look at the impact of inheritance tax on both first and second death, including Quick Succession Relief where applicable. 

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