IHT ForecastAccount & forecasts

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.

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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.

Full-estate modelling

14 asset classes
Debts & mortgages
Lifetime gifts
Spouse exemptions
NRB & RNRB
Business relief
Assets
Cash and deposits
£
%
Main residence
£
%
Other property
£
%
Buy-to-let property
£
%
ISA
£
%
General investment account
£
%
Pension
£
%
Onshore bond
£
%
Offshore bond
£
%
Interest in possession trust
£
%
AIM portfolio
£
%
EIS investments
£
%
SEIS investments
£
%
Other BPR shares
£
%
Debts and liabilities
Residence mortgage
£
%
Buy-to-let mortgage
£
%
Other debts and funeral costs
£
%