Turn the 2027 IHT changes into your biggest opportunity
Pension funds enter the IHT net in April 2027. Wealthy families are looking for support. Smart advisers are positioning themselves as the IHT solution before the rush.
Why this matters
£6.7bn
in IHT liabilities were created in 2022–23 — a 12% jump year-on-year and the highest on record.
31k estates
paid IHT in 2022–23 — roughly 1 in 22 deaths now triggers a bill, and the share is rising.
Apr 2027
Unspent pension pots will fall within the IHT net — creating a brand-new exposure for many affluent clients.
1 in 15
by 2028–29 — OBR expects the proportion paying IHT to climb to about 6.7%
The Perfect Storm is Coming
April 2027 changes everything.
For the first time, all pension funds become liable for IHT. Wealthy families who thought they were protected suddenly face massive tax bills.
The Problem
Millions of pension holders don't realize their "IHT-free" pensions will suddenly become taxable. The tax bills will be devastating.
The Urgency
Smart clients are already planning. But most don't know who to trust with such complex, high-stakes planning.
Your Opportunity
Position yourself as THE IHT expert in your area. Capture these high-value leads before your competitors wake up.
Here's what you need
✓Instant Credibility
Prove your IHT expertise with professional tools and insights
✓Lead Qualification
Identify which prospects are worth your time (£2M+ estates)
✓Marketing Materials
Professional content to reach existing and new clients
✓Speed to Market
Launch your IHT marketing campaign today, not in 6 months
Your Complete Solution
Your complete IHT marketing system.
Everything you need to become the go-to IHT adviser in your area. Professional tools, marketing materials, and lead generation — all branded for your firm.
Two powerful components
Admin Portal
Professional dashboard where you manage your branding, run client calculations, generate PDF reports, and track all your leads in one place.
Marketing Engine
Branded microsite, email templates, social media content, and blog posts. Everything you need to attract and convert high-value IHT prospects.
See your marketing system in action.
Your Branded Microsite
Launch your own professional IHT microsite in minutes. Sits on your subdomain with your FCA number, firm name, logo, and brand colors.
- SEO optimized for local IHT searches
- Mobile responsive and fast loading
- Professional design that builds trust
Ready-to-Publish Content
10 professionally written blog posts about IHT planning. Perfect for sharing on social media and driving organic traffic to your site.
- Expert-level content that builds authority
- Covers 2027 changes and planning strategies
- Shareable on social and in email campaigns
Smart Lead Capture
Capture qualified leads at the start or end of the calculator journey. Full GDPR compliance with auto-generated privacy policies and terms.
- Leads flow directly to your admin dashboard
- Instant email notifications for new leads
- Complete privacy and cookie compliance
Client Management Pipeline
Track prospects through your pipeline from initial lead to report generation. Export everything to Excel — your data stays yours.
- Visual pipeline with clear status tracking
- Generate professional PDF reports
- Full Excel export of all client data
Performance Analytics
See exactly how your marketing is performing. Track visits, conversions, and identify your most effective lead sources.
- Real-time visitor and conversion tracking
- Privacy-friendly analytics (no personal data)
- Optimize your marketing based on data
Professional Email Templates
Ready-to-send email campaigns for existing clients and prospects. Professional copy that gets responses and builds trust.
- Introduction emails for new prospects
- Follow-up sequences for existing clients
- Easy customization with your details
Social Media Content Calendar
4 weeks of ready-to-post social media content. Professional graphics, compelling copy, and strategic posting schedule to maximize engagement.
- LinkedIn, Facebook, and Twitter content
- Professional graphics included
- Optimal posting times suggested
Smart Configuration
Set your wealth threshold to filter leads, add your Calendly booking link, and configure everything to match your business processes.
- Set minimum estate value for booking links
- Integrate with Calendly or other booking tools
- Customize firm branding and colors
Complete Support System
Comprehensive documentation, video tutorials, FAQs, and direct support. Plus a community feature request system so you help shape future updates.
- Step-by-step video tutorials
- Detailed documentation and FAQs
- Community feature request system
Test Drive The Client Experience
See it from your client's perspective.
Experience the complete client journey with our demo brand, WePlan.Money. This is exactly what your clients will see — but with your own branding.
WePlan.Money is our demonstration financial planning brand. Use it to explore the complete client experience before launching your own branded calculator.
- ✓Walk through the entire client journey
- ✓See the calculator with full branding applied
- ✓Experience the lead capture process
- ✓Preview automated email communications
- ✓Test mobile and desktop experiences
Note: This is a demonstration using our fictional WePlan.Money brand. Your calculator will feature your own logo, colors, content, and domain name — completely white-labeled for your business.
NEW: RESTful API
Embed IHT calculations anywhere.
Integrate IHT calculations directly into your existing systems with our powerful RESTful JSON API.
Simple Integration
Our RESTful API makes it easy to add IHT calculations to any platform or application.
- \u2192Standard JSON request/response format
- \u2192Comprehensive documentation with examples
- \u2192Secure API key authentication
- \u2192Rate limiting and usage analytics
Use Cases
Build powerful integrations that fit your workflow perfectly.
- \u2192Embed in your existing website or portal
- \u2192Add to CRM systems for instant calculations
- \u2192Create custom reporting dashboards
- \u2192Automate bulk calculations and analysis
# Get IHT calculation for a client
curl -X POST https://api.ningi-labs.co.uk/v1/iht/calculate \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"estate_value": 2500000,
"residence_value": 800000,
"pensions": 1200000,
"marital_status": "married",
"children": 2
}'Frequently asked questions
The IHT Calculator is just one part of Ningi's complete adviser technology platform. Discover AI-powered tools, back office management, client portals, and more.
Explore Ningi PlatformReady to become the IHT expert in your area?
The 2027 deadline is coming fast. Start building your IHT marketing system today.