Calculate lifetime transfer tax, lifetime transfer on death
tax, the chargeable estate at the date of death and complete the
various IHT200 returns with ease.
PTP IHT Planner helps you provide a professional service to
clients advising on how to reduce their tax liability. It performs
the time-consuming task of calculating lifetime transfer tax,
lifetime transfer on death tax and the chargeable estate
at the date of death.
Simply enter all the lifetime gifts, assets and liabilities. PTP
IHT Planner will then perform the necessary calculations for you.
You can explore various scenarios to determine the effect of
projected lifetime gifts and the likely death estate.
Key benefits
- Enables the input of all lifetime transfers
- Allows all the aspects of the chargeable estate on death to be
taken into account
- Deals with all available reliefs and exemptions
- Produces detailed calculations of the tax due and whether or
not it can be paid
by instalments
- Applies intestacy rules, if applicable, including those
applying in Scotland
- Helps evaluate multiple scenarios using the system as a
‘what-if’ calculator
- Easy to use
Added value tools from PTP
PTP IHT Planner is one of seven added value tools that
enable you to grow your business and client base by offering
additional services.
Buy PTP IHT Planner now
from only £120
Click here for system
requirements
This product uses Microsoft Excel (version
2000 or later) which will need to be available for generating
reports. Please note Budget 2010 updates for the AVT products
will be available in May 2010.
