Zurich introduces IHT tool

The Zurich IHT Adviser Tool has been launched in response to rising house prices and low levels of IHT exemption. Through it, advisers can collate relevant information from their clients using factfind, helping them to complete a comprehensive profile for each client. The tool uses instant calculations and employs a shock tactic by enabling advisers to calculate a client’s potential IHT liability if no action is taken. However, the tool also demonstrates the means to mitigate IHT liability in the form of three potential planning solutions. The first is aimed at those who are married or i...