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Our comprehensive IHT calculator

If you have landed on this page, you are likely looking to understand your current IHT position and any tax that may be levied against your estate. Careful inheritance tax planning offers a range of benefits.

These include reducing and avoiding tax, preserving your financial legacy, and protecting your family’s wealth for generations to come. Use our quick-to-use, comprehensive inheritance tax calculator to gain valuable insights into your current IHT position. 

Using our inheritance tax calculator

Simply input all of the relevant data below, and you will be presented with your IHT bill as it stands today.

For more information on our inheritance tax and estate planning services, scroll toward the bottom of this page.

 

Value of all Homes (£)

Value of Investments (£)

Value of Art, Antiques etc. (£)

Value of Life Insurance (£)

Value of loans owed TO you (£)

Value of Business Assets (£)

Less: Debts owed BY you (£)

Your Results

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on. It is recommended that you seek tax advice.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Rates and allowances used in this calculator relate to the 2024/25 Tax Year.

Related services & articles

If the above data offers cause for concern, find out more about how we can help you today:

For those keen to learn more about this complex topic, here is a selection of easy-to-digest articles on the topics of inheritance tax and estate planning:

Please see a selection of recent reviews and testimonials our financial advisers have received

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I have known my adviser now for a number of years. It was the best recommendation I have ever had. He rescued me (and my finances) from a poor investment portfolio and turned it around completely.
MI - Ealing
5/5
Very clear and helpful. My adviser did not try to sell me anything I did not want and got straight to the point. Very clear about charges and offered great advice. I could not have asked for a better service.
GF - Richmond
5/5
My adviser did a grand job on sorting out all my pensions for me which lifted a great weight off my shoulders; also, excellent advice on savings and investments.
HN - Bedfordshire

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