Turn complex estates into clear client decisions.
Model the full estate, test lifetime-gifting strategies and explain the liability with workings your clients—and your compliance team—can follow.
14-day trial · No card required · Save forecasts to your account.
Client case
Estate planning overview
Built for the advice conversation
A model that explains the decision, not only the tax.
Move from fact-find to recommendation without rebuilding the estate in a spreadsheet. IHT Forecast gives advisers a consistent framework for modelling the present position, testing planning choices and communicating the outcome.
Capture the estate
Capture growth assumptions, debts, gifts, exemptions, transferred bands and specialist reliefs.
Compare clearly
Put “gift now”, “gift later” and “do nothing” on the same page over the same time horizon.
Present professionally
Review the assumptions and print an illustrative report for review with professional advisers.
Complete estate coverage
The assets and liabilities your clients actually hold.
From the family home and cash to business-relief portfolios and historic lifetime gifts, the model keeps the full estate in one coherent calculation.
Everyday wealth
- Cash and deposits
- Main residence
- Other property
- Buy-to-let
- ISAs and GIAs
- Pensions
Investments and structures
- Onshore bonds
- Offshore bonds
- AIM portfolios
- EIS and SEIS
- BPR investments
- IIP trusts
Liabilities and planning
- Residential mortgages
- Buy-to-let debt
- Other liabilities
- PETs and CLTs
- Spouse exemptions
- Charitable legacies
A repeatable adviser workflow
From estate data to client action.
Capture
Enter the client’s estate, liabilities and planning history.
Forecast
Project growth, reliefs and tax across forty years.
Compare
Test gifting strategies against the current course.
Report
Export a clear record of assumptions, workings and outcomes.
Designed for professional use
Give clients clarity. Give the file an audit trail.
Try projections, gifting comparisons and a printable report free for 14 days. Saved inputs remain accessible after the trial. One-off paid planning packs are planned; checkout is not yet available.
Your account
Create your account. Keep your forecasts.
Save, reopen and update forecasts across devices. Your 14-day trial includes projections, gifting comparisons and printable illustrations. No card required.
Checking account…
Trial access starts when you press “Start 14-day free trial”. No automatic renewal or charge. Account, saving and trial details
Interactive workspace
Start a client forecast
Build an illustrative inheritance tax forecast.
Model your client’s assets, debts, lifetime gifts and the reliefs that can materially change the final bill.