Inheritance Tax Calculator

Get an initial estimate of whether inheritance tax may apply to your estate based on the value of your assets and any outstanding liabilities. By entering details such as property, savings, investments and personal possessions, along with any debts, this calculator can give you a broad indication of your potential inheritance tax position if your estate were assessed today. This calculator is designed as a helpful starting point only. Inheritance tax can be complex, and the amount payable will depend on your wider circumstances, how your assets are owned and whether any allowances or exemptions apply. Please note the following:

• The calculator does not take into account gifts you may have made during your lifetime, which could still affect your inheritance tax position.
• It does not include assets held in trust or any tax treatment relating to trusts.
• If you own your home, you may benefit from an additional allowance known as the residence nil rate band, subject to eligibility.
• The figures provided are for general guidance only and should not be treated as personal tax or legal advice.

Tax rules can change and the outcome will always depend on your individual circumstances. For advice tailored to your estate and family position, please speak with our team.