3 Steps to Securing Your Clients Legacy

3 Easy Steps

Helping your clients protect their assets from inheritance Tax when they pass them on to their beneficiaries is a vital component of the Sales Advice process. It is an area where you as the Adviser can provide the solution through setting up a Life Assurance plan under Section 72.

  • 1
    Estate Planning Checklist

    This digital checklist can be completed by your client to help you gather all the relevant information you need from them.

    get_app Download
  • 2
    Estate Planning Pathfinder

    Our simple to use Estate Planning Pathfinder will calculate the CAT liability for each of your clients beneficiaries

    launch Open Estate Planning Pathfinder
  • 3
    Client Report

    The Estate Planning Pathfinder will create a report for your clients based on the information they have provided. The report summarises the information, provides the relevant Capital Acquisitions Tax (CAT) liabilities for each of the beneficiaries in the estate and sets out some options that are available to them.


Making things easier for you and your clients

Take some time to get a better understanding of how easy the process is with our walk-through video below



Supports for you and your clients