An IHT planning tool enabling IFAs to show clients their potential tax liability if no action is taken has been launched by Zurich.
The Zurich IHT Adviser Tool also boasts an interactive options menu so clients can see the impact on their liability should they select any or all of the three solutions. Peter Hamilton, protection management director, Zurich, says: “IHT mitigation is a hugely under-developed area and a growing problem for a large section of the UK population. “We have developed this to help advisers navigate through the IHT planning process more easily, quickly and accurately. “We are confident that the new tool will prove a real asset to advisers already working in this market and also help to attract ...
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