Where does your practice stand on inheritance tax?
Three minutes, 14 questions. You'll get a score across the three things we covered today, Spot it, Frame it and Refer it, and a clear next step for each.
Free. 14 questions. About 3 minutes.
IHT readiness
MediumSpot it
Frame it
Refer it
Start with: Frame it
A benchmark of practice readiness, not exam knowledge.
This measures how your firm works in the real world, not what you can recall under exam conditions. Two scored questions per area, mapped to the framework from today.
Spot it
How systematically your firm identifies the clients with likely IHT exposure, rather than finding out too late.
Frame it
How confidently you raise inheritance tax with clients and explain the core concepts in plain terms.
Refer it
How well you handle specialist referrals while staying in the relationship, so the client stays yours.
From webinar notes to a repeatable client process.
- 1
Answer 14 quick questions
A little context on your firm, then six scored questions across the three areas.
- 2
See your score instantly
An overall readiness level, then a breakdown across Spot it, Frame it and Refer it.
- 3
Get a next step for each
A clear, practical move for each area to turn what we covered into a process.
Before you start
See where your practice stands today.
Three minutes now gives you a clear read on Spot it, Frame it and Refer it, and the one move that matters most.
Your answers stay with Black Swan Tax Advisers and are not shared with the sponsor or any third party.
