Wealth Transfer and Estate Planning.

Tools to help you understand your IHT exposure, explore cross-border rules, and plan how to pass on wealth to the next generation as efficiently as possible.

Inheritance tax planning is not just about the headline 40% rate. The residence nil-rate band, transferable allowances, pension changes from April 2027, segment assignment strategies, and international residence history all affect the final picture.

These tools help you see where you stand across each of these areas.

IHT Exposure Visualiser

Calculator

See the potential inheritance tax liability on your estate at a glance.

Segment Assignment Calculator

Calculator

Calculate the tax saving from assigning offshore bond segments to a lower-rate taxpayer.

Global IHT Map

Interactive map

Explore inheritance and estate tax rules across 100+ countries.

IHT Long-Term Residence Timeline

Interactive timeline

Visualise how UK residence duration affects your exposure to inheritance tax.

Pensions in IHT Decision Guide

Decision guide

Understand how pensions interact with inheritance tax under current and proposed rules.

Ready to review your estate plan?

These tools give you a snapshot of individual exposures. A full estate planning review brings everything together: your property, pensions, investments, international history, and family structure.

No obligation. Initial conversation is free. FCA regulated.