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  • Resource Hub
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    Resource Hub

    Explore our library of tools, guides, and expert insights to support your financial planning conversations.

  • News & Insights
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    News & Insights

    Keep up to date with our latest market views, product updates, and adviser news.

  • CPD Resources
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    CPD Resources

    Accredited, practical and adviser-focused – CPD that helps you deliver more for clients.

  • Documents
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    Documents

    Find key product literature, application forms, and supporting materials all in one place.

  • Estate Planning Scenarios
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    Estate Planning Scenarios

    Shaped with input from advisers, our client scenarios are a great starting point for your conversations.

  • VCT Planning Scenarios
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    VCT Planning Scenarios

    These ready-to-use examples make it easier to present VCT opportunities to your clients.

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    About us

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Help us improve our IHT Calculator

We built this tool to support your conversations with clients about inheritance tax and estate planning. Your feedback helps us make it more useful, practical and accurate for real-world advice.