WBR Group has launched a new inheritance tax calculator ahead of forthcoming changes to pensions and inheritance tax legislation.
The calculator provides a three-stage estimation of an individual or couple’s potential inheritance tax liability both today, in April 2026 when the Business Property Relief and Agricultural Relief changes take effect and in April 2027 when new rules for unused pensions come into force.
WBR Group said the functionality enables advisers, accountants and clients to start to plan with a longer-term perspective, adjust strategies proactively and engage in more informed estate planning conversations ahead of legislative milestones.
The IHT calculator is accessible through the WBR Group website and sits alongside a broader suite of resources designed to help clients respond to evolving policy landscapes.
Tom Lodge, director of tax at WBR Group, said: “With the landscape for inheritance tax set to change dramatically over the next two years, it is vital that advisers and their clients have access to accurate, forward-looking tools.
“Legislative change can create uncertainty, and our new IHT Calculator offers a practical way to understand exposure, demonstrate the impact of potential reforms, and tailor advice accordingly. It is a valuable tool for supporting informed conversations, proactive planning and confident decision-making around estate and future planning.”
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