Advisers to estimate inheritance tax liabilities with calculator

Advisers can calculate IHT liabilities based on future estate value

Sahar Nazir
clock • 1 min read

HSBC Life has launched an inheritance tax (IHT) calculator for financial advisers to calculate liabilities based on future estate value and gifting plans.

Advisers will be able to choose from a range of options such as current IHT liabilities for clients, future liabilities based on increased asset values, and gifts already given and future gifting plans. Head of onshore bond distribution Mark Lambert said: "Advisers are seeing increasing demand for support with tax planning from clients and that increase will no doubt continue given the freeze in IHT nil rate bands and the growing number of clients becoming higher rate and additional rate taxpayers." The calculator will also offer guidance on IHT asset reliefs such as business relief a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The banks are back: What does this mean for advisers?

The banks are back: What does this mean for advisers?

Banks ‘uniquely positioned’ to provide advice to mass market

Sophia Panayi
clock 24 August 2026 • 6 min read
Social media investment advice leaves investors out of pocket - research

Social media investment advice leaves investors out of pocket - research

Over half who acted on social media financial advice regretted it

Isabel Baxter
clock 21 August 2026 • 3 min read
New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

'Employers will be expected to take all reasonable steps'

Emily Bradshaw
clock 19 August 2026 • 4 min read