Smart Offer ▶ Service
iFA Ending Plan calculates inheritance and gift taxes and establishes strategies for efficient asset transfer.
Enter your assets (real estate, financial assets, debts) and family composition to get an estimated tax amount. Compare with advance-gift tax simulations to design a rational inheritance and gift plan.
Calculates pension payouts adjusted for inflation, and computes the impact of tax-advantaged assets (pension savings, IRP) on the total estate value.
Designs a trust structure so that death benefit proceeds can be immediately used for the bereaved family's living expenses or inheritance tax payment.
A feature to digitally record and store your asset distribution principles and messages to your family.
It estimates taxes based on current tax law. However, actual amounts may vary depending on asset valuation methods or tax law changes, so we recommend consulting with your FA and a tax accountant for detailed planning.
The Ending Note is not a legal will but a tool for organizing your asset distribution principles and messages to family. If legal validity is needed, we recommend a separate notarized will.
It is useful when death benefit proceeds need to be used immediately for inheritance tax payment or family living expenses. Payment timing and conditions can be set in advance for planned asset use.