In the workshop
A new engine for planning advice is being built.
PlanEngine is a suite of rigorous, always-current planning tools for UK financial advisers — built to turn complex client scenarios into clear, defensible numbers.
First out of the workshop: the Estate & Inheritance Tax Planner — full two-death modelling for married couples, jurisdiction-aware intestacy across the UK, and the April 2026 and 2027 reforms built in from day one. More tools will follow on the same platform.
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Estate & IHT Planner
IN BUILD
Gross estate£0
Reliefs & exemptions−£0
Nil-rate bands (couple)−£0
Chargeable estate£0
IHT on second death
£0
Two-death model
E&W · Scotland · NI
Apr 2027 pension rules
For professional advisers — illustrative projections that show their working, ready for the client conversation and the file.
UK data residency — client data stored and processed in the UK, encrypted in transit and at rest.
One simple price — per adviser, per month, with a free seat for your support staff. Full details at launch.