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
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
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.
Embed IHT Calculations Anywhere
Integrate IHT calculations directly into your existing systems with our powerful RESTful JSON API. Perfect for CRM integration, custom workflows, or building your own interfaces.
Simple Integration
Our RESTful API makes it easy to add IHT calculations to any platform or application.
- Standard JSON request/response format
- Comprehensive documentation with examples
- Secure API key authentication
- Rate limiting and usage analytics
Use Cases
Build powerful integrations that fit your workflow perfectly.
- Embed in your existing website or portal
- Add to CRM systems for instant calculations
- Create custom reporting dashboards
- Automate 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
This IHT calculator is completely free for financial advisers. We're offering it as a value-add tool to help you generate leads and serve your clients better, while introducing you to Ningi's broader technology platform.
Yes, all Ningi advisers get access to this tool, but we're also offering it to other financial advisers as a standalone marketing tool. We're transparent about this being a way for more advisers to experience what Ningi can offer.
Absolutely. You can export all your client and lead data via Excel downloads. You're never locked into our platform - this is your data to use as you see fit.
Security is paramount. We're ISO 27001 certified, fully GDPR compliant, and use end-to-end encryption for all client data. Your clients' information is protected to the highest industry standards.
Yes! You can add your logo, firm colors, FCA number, and firm name. For more advanced customization options, we're considering these as paid features - but anything is possible if you have specific requirements.
Not in the free version currently, but we're building advanced integration capabilities for our pro version. If you have specific integration needs, let's talk about what's possible.
You can be up and running in under 5 minutes. Simple onboarding, instant microsite generation, and immediate access to all marketing materials.
While IHT changes are driving current urgency, wealthy clients will always need estate planning advice. This tool positions you as the IHT expert in your area for the long term.
Ready to Become the IHT Expert in Your Area?
The 2027 deadline is coming fast.
Start building your IHT marketing system today and be ready when wealthy clients start looking for help.
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