Estate Planning at UNITY 2B3
Estate Planning

Protect your legacy.

Estate planning isn't only for the wealthy — it's how you make sure the people you love are looked after. UNITY 2B3's free tools help you estimate inheritance tax, track your net worth and think through life cover, with guidance along the way.

What you get

Everything to master estate planning

Understand inheritance tax

Estimate potential IHT so there are no nasty surprises for your family.

Track your net worth

See the full picture of what you own and owe in one place.

Plan life cover

Think through the cover your family would actually need.

Free estate planning tools

Jump straight into the calculators — free, no sign-up needed to try.

FAQ

Estate Planning questions

Is this legal or financial advice?
No. The tools help you understand and estimate; they aren't a substitute for a qualified solicitor or financial adviser.
What can I estimate?
Inheritance tax exposure, net worth and life-cover needs — the starting points of a plan.
Is it free?
Yes — the tools are free with your UNITY 2B3 account.

Level up your estate planning — free.

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