Inheritance Tax calculator

Complete our UK Inheritance Tax Calculator to estimate your Inheritance Tax liability. Once you have obtained the estimate of your Inheritance Tax liability, we will be in touch to discuss what further professional advice is available.

Assets

Value of main home / residence

Other property and land

Household contents / personal effects

Cars, boats or caravans

Bank and / or building society accounts

Investments (including stocks and shares)

Other assets

Insurance policies (lump sum, not in Trust)

Adjustments for the future

Total assets

Liabilities

Mortgages

Loans and other liabilities

Total liabilities

Your marital status

Will all your assets pass to your spouse on death?

Assets left to spouses are usually exempt from IHT. Based on your circumstances you may not have an IHT liability. However, your spouse may do. Please consider running the calculator for your spouse and contact us if you wish to discuss the IHT liability for future generations.

Did you inherit any remaining Nil Rate Band from your deceased spouse?

Amount of Nil Rate Band inherited

Property – Amount of Residence Nil Rate Band (RNRB)

Do you plan to leave your house to your direct descendants when you die?

The Residence Nil Rate Band (RNRB) is unlikely to benefit you. See our article here, and continue to complete the calculator

Did you inherit any RNRB from your deceased spouse

Amount of Nil Rate Band inherited

Donations to Charity

How much money will you be leaving to charity in your Will

Calculate

If you amend any of your answers, please ensure you
recalculate to get the correct results.