IHT Planner

PTP IHT Planner helps you provide a professional service to clients advising on how to reduce their tax liability.

It performs the time-consuming task of calculating lifetime transfer tax, lifetime transfer on death tax and the chargeable estate at the date of death. Simply enter all the lifetime gifts, assets and liabilities. PTP IHT Planner will then perform the necessary calculations for you. You can explore various scenarios to determine the effect of projected lifetime gifts and the likely death estate.