The software will reduce the IHT rate from 40% to 36% if a client leaves 10% or more of their estate to charity.

Estate distributions are set in the Estate Plans section shown below.



In the distributions section click on Charity and select either Percentage or Fixed Amount in the Type dropdown and input the relevant figure in the box below.


Check the reduction in IHT in the Legacy screen details



See the Inheritance Tax Rate in the details from the Legacy section below:



Related topics

IHT planning features in Adviser Go