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Estate planning summary

We can help your customers understand their liabilities on death and support your recommendations for estate and IHT planning.

Contents

This module can help you to build an holistic picture of a customer’s liabilities on death in four stages:

Fact finding Financial planning
  • Identify dependants
  • Identify current and future liabilities
  • Identify previous gifts
  • Calculation of:
    • Current and future net worth
    • Nil rate band for IHT
    • Forecast of liabilities on death
Formulating advice Reporting
  • Recommendations to mitigate liabilities
  • Provide indicative quotation
  • Produce a customer report with graphics and the ability to edit content

Benefits

In 2011, our IHT planning tools, life cover and income replacement calculators were star rated by F&TRC.

Advisory businesses

We can help you deliver compliant IHT advice that takes into account the client’s needs, their dependants, existing assets and income.

Our reports provide you with quality graphics, a risk profile and scenario planning results to ensure your client understands the importance of effective financial planning – giving you the opportunity to ensure they are well funded and protected.

Asset managers

We can help advisers deliver compliant IHT planning advice that takes into account the end customer’s needs, existing assets and income.

Our reports provide quality graphics, a risk profile and scenario planning results to ensure the end customer understands the importance of effective planning.

Providers & Platforms

We can help you deliver compliant IHT planning tools and advice that takes into account the client’s needs, dependants, existing assets and income.

Our reports provide you and your advisers with quality graphics, a risk profile and scenario planning results to ensure the end customer understands the importance of effective planning – giving you the opportunity to ensure they are well funded and protected against liabilities on death.

Please contact us, to find out how we can enrich your customer relationships.