For me, the ‘lightbulb’ moment was when, after inputting a very complex IHT case, which included a sale of a business, BR relief and Trusts, the IHT graphs showed a very clear analysis. I selected a couple of years and compared the output figures against my own manual calculations to provide the confidence and certainty that all is correct.

It was at that point that I felt that the i4C was no longer a piece of software but a concise, integrated part of our process.

Bernard Rust FCII; BA Hons
Senior Consultant
Chartered Financial Planner

Tax Advisers, Investment Managers & Accountants

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Steven Montague DipPFS EFA, Senior Paraplanner, Total Wealth Management

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