IHT Planning & Estate Planning Reports
Help Clients Protect What Matters, With Clear, Compliant Estate Planning Reports
Estate planning can be deeply personal and technically complex. Your clients want to preserve wealth for future generations. You need to explain the risks, opportunities, and outcomes with care, clarity, and compliance in mind.
Root Paraplanning supports IFAs with high-quality, FCA-ready inheritance tax planning and estate planning reports that document your advice clearly and comprehensively
What’s Included In Our Report Writing
We translate complex IHT and legacy planning strategies into structured, digestible reports that protect your clients and your firm:
CGT and income tax implications across ownership structures
Full estate and IHT analysis with liability modelling
Recommendations involving trusts, BPR-qualifying assets, or life cover
Use of gifting allowances and exemptions
Survivorship, nomination and succession commentary
Visuals and estate diagrams
Why Advisers Choose Root for Estate Planning
When you’re advising on sensitive legacy issues, presentation matters. Advisers choose us because we:
Present complex estate strategies with clarity and care
Ensure compliance and audit readiness for sensitive cases
Save hours on templating, formatting, and risk checks
Help build trust with beneficiaries and executors
Ideal For
Advisers working with HNW clients or intergenerational wealth
Practices using trusts, BPR or life assurance in estate planning
Firms offering IHT planning as part of holistic advice
Protect More Than Assets, Protect Your Advice
Give your clients confidence that their legacy is in good hands. Our estate planning and inheritance tax reports help you document advice clearly, accurately and with empathy.