Inheritance Tax Calculator

The calculator works out whether your estate may be subject to inheritance tax if you were to die today.

Your Details

Your Name
Your Email
Are you currently or have been married or in a civil partnership?

Cash Holdings

Current Account
£
Deposit Accounts
£
Premium Bonds
£
Other
£

Investments

Investments
£
ISAs
£
Shares
£
Other
£

Life Assurance

Life Assurance (not in trust)
£

Personal Chattels

Furniture, Jewellery, Cars etc
£

Property

Main Residence
£
Other Property
£

Outstanding Loans

Outstanding Loans
£

Total Estate Value

£

Less Nil Rate Band Exemption

£

325,000

Less Main Residence Exemption

£

Total Personal IHT Exemption

£

Inherited Spouse's Exemption

Assumption: All of the estate will pass to a spouse on the first death and there are no Will Trusts in place.

£

Total IHT Allowance

£

Less any BPR Qualifying Investments

Assumption: Business Property Relief (BPR) qualifying investments have been in place for 2 years.

£

Net Estate Value

£

CALC NET EST and only show if > 0

Inheritance Tax liability at 40%

£

CALC if Total IHT Allowance is > Total Estate Value

Submit your answers to your Financial Planner

Click on the photograph of your Financial Planner.

The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We 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.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We 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.