The calculator works out whether your estate may be subject to inheritance tax if you were to die today.
Assumption: All of the estate will pass to a spouse on the first death and there are no Will Trusts in place.
Assumption: Business Property Relief (BPR) qualifying investments have been in place for 2 years.
Click on the photograph of your Financial Planner.
Thank you for this confirmation to investment additional funds to your ISA. Your adviser will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.