Find out how much inheritance tax your estate could pay

Inheritance tax calculator

Use our calculator to estimate your estate’s Inheritance Tax (IHT) liability.

How can I mitigate my inheritance tax?

Calculate how much Inheritance Tax your estate might have to pay

Would you like to discuss your inheritance tax requirements with a qualified professional? Get in touch today to arrange a free consultation.

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Before you begin

This is based upon certain assumptions and does not cover every individual situation, it is just an approximate guide

Please review the assumptions and certain risk warnings found within relevant sections within the calculator.

What is your marital status?

For single people

Calculations assume only one inheritance Nil Rate Band (NRB) and Residence Nil Rate Band (RNRB) available.

Your assets

Value of your main home

How much is your home worth?

Value of any other property

Includes second homes and buy-to-let properties

Household and personal goods

Cash

Held in person, along with UK banks and building societies

Investments (excluding pensions)

Insurance policies not in Trust

Including life assurance and whole life

Business interests

Other assets

What does this include?

Gross value of assets

Your debts

Mortgage(s) left on your properties

The amount you have left to pay on your property

Other debts

Total debts

Summary

Net value of your assets

The total value of the assets listed above

Non-exempt gifts made in the last 7 years

Nil Rate Band available

Residence Nil Rate Band available

Taxable assets

The total amount of your liable assets

Your potential estate IHT liability:

This figure is just an indication of your liability, for more detailed information please provide your contact information below to see how we can help.

If you would like to explore the options available to you and your family to mitigate IHT. Complete your details below to arrange a consultation with one of our Financial Professionals.

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Charles Stanley is not a tax adviser. Information contained within this page is based on our understanding of current HMRC legislation. Tax reliefs and allowances are those currently applying and the levels and bases of taxation can change. Tax treatment depends on the individual circumstances of each person or entity and may be subject to change in the future. If you are in any doubt, you should seek professional tax advice.

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