WBR Group (WBR), the independent provider of SSAS administration and integrated professional services, has launched a new Inheritance Tax (IHT) Calculator, available through its website.
Developed in response to forthcoming changes in inheritance tax and pension legislation, the calculator provides a three-stage estimation of an individual or couple’s potential IHT liability both today, in April 2026 when the Business Property Relief (BPR) and Agricultural Relief (APR) changes take effect, and in April 2027 when new rules for unused pensions are introduced.
This unique functionality enables advisers, accountants, and clients to start to plan with a longer-term perspective that is needed as a result of the Budget 2024 changes, adjust strategies proactively and engage in more informed estate planning conversations ahead of key legislative milestones. The tool sits alongside a broader suite of resources designed to help clients respond effectively to evolving policy landscapes.
The IHT Calculator is accessible through the WBR Group website and is supported by WBR’s specialist tax advisory and pension/actuarial teams, who are available to provide tailored advice for complex scenarios. The launch underlines WBR Group’s commitment to equipping the professional community and their clients with practical resources to navigate regulatory change.
Tom Lodge, Director of Tax at WBR Group, said: “With the landscape for inheritance tax set to change dramatically over the next two years, it is vital that advisers and their clients have access to accurate, forward-looking tools.
“Legislative change can create uncertainty, and our new IHT Calculator offers a practical way to understand exposure, demonstrate the impact of potential reforms, and tailor advice accordingly. It is a valuable tool for supporting informed conversations, proactive planning and confident decision-making around estate and future planning.”
