IHT calculator and personalised client report - Downing

Give clients a clear, illustrative view of potential IHT exposure, fast. This calculator is an adviser‑first tool designed to save time and move conversations forward
Export a tailored summary of your client’s IHT position branded with your firm’s logo for use in meetings and follow‑ups.

Record keeping for lifetime gifts

Gifting is set to play a more central role in clients’ financial planning – access a tool to ensure structure and visibility around recording gifts, monitoring exemptions and evidencing surplus income.

2027 READY

TFAS Compliance Services Support Programme

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