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Model the impact for your clients
The pension crystallisation tool is for financial adviser use only, and can help you:
- project how your client’s wealth may grow over their lifetime and estimate the potential inheritance tax (IHT) on death, including the impact of double taxation on pension assets
- model the impact of moving their pension commencement lump sum (PCLS) and gifting it into an IHT efficient trust and taking pension withdrawals
- see if you can help your clients reduce the IHT exposure on their estate, reinstate any lost residence nil-rate band (RNRB), and boost their legacy.
Making the most of pension and estate planning opportunities
Discover how rewrapping strategies can help clients adapt to the changing pension and inheritance tax landscape.