Significant time savings on

client data entry

Save hours by allowing clients to remotely enter their information direct into the software, using our easy-to-read step by step approach. You remain in full control, and can review all the information entered, before adding to their client file. 

This can save your team hours given a significant amount of time is often spent on information gathering.

The feature allows your team to focus on providing value to your clients. 

You simply send your client a link to securely access their own client file you have set up and enter the base information needed to help establish their Inheritance Tax liability and more. 

You retain control and full access. You can access their screens and even add or amend information as necessary.

New powerful “WhatIf” screens allowing you to explore changes

The latest version now includes powerful “WhatIf” screens which enables you to quickly explore the impact of changes.

Not only can you change each value separately for individuals, you can explore general growth or reduction, the impact of tax years, charitable contributions, order of death and much more.

Upload your firm’s documents

You are now able to add your own client documents which can be downloaded during meetings with clients on Inheritance Tax.

You can also amend the Intestacy documents or personalise the existing ones. The documents nicely summarise the rules should an individual die without a Will and is key to any Inheritance Tax discussions.

The Intestacy rules are currently under the spotlight in England and Wales in a Ministry of Justice review of co-habiting couples.

Inheritance Tax changes

The software includes all recent announcements, including the proposed changes to include pensions within the estate at date of death.

Multiple tax years provide more flexibility

The software includes multiple tax years to allow you to explore how rate and limit changes impact on the estate. You can change tax rates and limits yourself at anytime should you wish to demonstrate rumoured tax changes.

You can try different tax years on the main estate summary screen. 

Perhaps compare different tax years on the “WhatIf” screen.

Allow the software to calculate APR & BPR relief

You have the option of allowing the software to calculate the APR&BPR relief available under the new rules from April 2026, or manually enter your own totals.

If the software is calculating the relief available you are provided with a breakdown and summary of the calculation.