Inheritance Tax Personalised Assessment

See How Much Inheritance Tax You Could Save

Answer 10 quick questions to get your free savings report
Value of your primary property
Enter the property value as a number only, without commas or periods (e.g., 1000000 for 1 million).
utm_source

Question 2 of 10
Remaining Mortgage on Primary Property
Estimate of the amount you have left to pay on your property

Question 5 of 10
Investments (including stocks and shares)
Estimate of the total value of your investments

Question 6 of 10
Pension values (excluding final salary)
Includes the total worth of any defined contribution or personal pension plans

Question 7 of 10
Value of Additional Properties
Estimate the value of any properties you own besides your main home

Question 8 of 10
Other possessions or assets (e.g. vehicles, house contents, shares in business)
Estimate the value of vehicles, home contents, and other assets

Question 9 of 10
Outstanding Loans & Debts
Estimate your total loans, overdrafts, and credit card debt

Question 10 of 10
Value of non-exempt gifts made in the last 7 years
Estimate the total value of gifts given in the last 7 years
net worth
net_worth_comma

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nil r b
total assets
total lia
Total of other assets (not primary)
Total liabilities (not including mortgage)
Adjusted RNRB
Equity in house
IHT to pay on primary property (main property-remaining mortgage-RNRB)
Inheritance that is taxable
Inheritance bill
Total BR-Eligible Assets (TBA)
BR Exempt Amount
Inheritance taxable (after implementing BR)
Tax Bill After BR
Amount BR Saves You
Should be Empty: