Inheritance tax software from PTP

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.