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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:

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Very efficient and professional, explained the processes very clearly. My adviser understood what I wanted to achieve, he made things easy to understand and explained the more complex issues in layman’s terms.
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My adviser is very knowledgeable in the areas of investments and pensions. I found her very thorough and look forward to an ongoing relationship.
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My adviser is very easy to get on with, entirely reliable, friendly, seriously knowledgeable and helpful, often going the extra mile and taking as much time as I need.
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