Model variables and leverage intelligent predictive analysis to reach your goals.
Adjust variables and trigger the AI model to calculate your custom optimization path.
Calculate and minimize your inheritance tax liability using gift exemptions, trust planning, and AI asset profiling. This tool is specifically tailored to run dynamic projections for Retirement & Pension targets. By adjusting the parameters, our model evaluates asset distributions, tax implications, and growth trajectories.
We combine standard compounding formulas with local taxation guidelines (such as UK pension rules, US IRS rules, or international tax agreements) to deliver maximum planning clarity.
The standard Nil-Rate Band is £325,000. If you leave your main home to children or grandchildren, the Residence Nil-Rate Band adds an extra £175,000, making the total threshold £500,000 (or £1,000,000 for married couples).
Any gift made to an individual is treated as a Potentially Exempt Transfer (PET). If you survive for seven years after making the gift, it becomes 100% exempt from inheritance tax.