IHT Planner

IHT Calculator - List your assets

Inheritance tax is not just a concern for people who are wealthy, use our Inheritance Tax calculator to see how much it might affect you.

Property Value

The estimated current market value of any property you own in your own name and your share of property you own with others.

£

Your Valuables

The estimated total current market value of any Cars, Art, Jewellery or any other items of considerable value.

£

Total Investments

The estimated value of your ISA, stocks and shares, investment bonds and other assets.

£

Life Insurance Cover (not in trust)

Tell us the total sum payable from life assurance you currently hold that is not written in trust.

£

Gifts Made in the Last 7 Years

Tell us the total value of any gifts (worth more than £3000) made in the last 7 years

£

Total Savings

Tell us the total sum of all savings you currently hold in any of your current or savings accounts.

£

Your total assets: £

Are you married or part of a civil partnership?

Yes No

List your liabilities

The term 'Liabilities' is used to describe any money you owe or that can be deducted from your assets. Tell us about your liabilities, then click 'Confirm'

Outstanding Mortgage Balance

The outstanding amount on your mortgage.

£

Outstanding Credit Cards Balance

This is the total balance of credit, store or charge cards that you may have.

£

Ouststanding Overdrafts & Loans

This amount should include any hire purchase agreements.

£

Other Liabilities

This could include any expected funeral expenses.

£

Your total liabilities: £

Assets and Liabilities Summary

Using the information you have provided, the value of your estate is equal to your combined assets minus your liabilities

Our calculations have been made on the following information:

Assets Summary		Edit Info
Property:	£
Valuables:	£
Investments:	£
Assurance:	£
Gifts:	£
Savings:	£
Total:	£

Liabilities Summary		Edit Info
Mortgage:	£
Credit Cards:	£
Loans:	£
Other:	£
Total:	£

Your Results

Based on what you have told us, your assets fall below the IHT threshold.

Estimated estate value:	£
Minus nil-rate tax band:	£325,000
Value liable for IHT:	£
Estimated IHT bill:	£

Talk to our Inheritance Tax Advisers

We know how important it is to plan for the future. To be certain none of your assets have been overlooked why not get one of our specialists to contact you.

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