Investment manager Triple Point has launched a new inheritance tax calculator to support advisers and paraplanners following changes introduced in the Autumn Budget.
The calculator enables advisers to estimate their clients’ potential IHT liabilities ahead of the changes coming into effect in 2026 and 2027 and to explore strategies that could help mitigate them.
It will sit alongside a wider suite of resources designed to help advisers navigate the implications of recent and upcoming policy changes.
Triple Point said the tool was developed in response to adviser feedback, which highlighted a clear demand for more educational resources and practical tools from providers following the Budget. Nine in 10 (90) advisers said that more clients now require IHT planning and 93% confirmed that it has directly impacted the advice they provide.
Diana French, retail strategy director at Triple Point, said: “Financial advisers are facing a significant uptick in demand for estate planning advice, but they’re also telling us that they want providers to do more than just outline the problem – they want tools and guidance that help them respond to it.
“That’s exactly what this calculator is designed to do. It’s part of our broader commitment to supporting advisers with practical, accessible resources that reflect the real conversations they’re having with clients every day.”
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