Last updated: May 2025
IHT Planner does not require account creation. Calculator inputs are processed in your browser. If you submit the estate planning review form, your details are sent to qualified estate planning specialists.
Information we collect
- Calculator inputs (processed locally in your browser only)
- Form submissions: name, email, phone, postcode, estate details (only if you choose to submit)
- Anonymised analytics: pages visited, device type, browser type
How we use your information
- Form submissions are shared with FCA-regulated estate planning specialists to arrange your free review
- We do not sell your data to third parties
- Analytics are used to improve the tool
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Your rights (UK GDPR)
You have the right to access, correct, or request deletion of your personal data. Contact us at [email protected].