Inheritance tax calculator

Your relationship to the person leaving the inheritance:*

As the spouse or civil partner of the deceased, the entire inheritance is exempt for capital acquisitions tax.
However, income from some of the assets may be subject to tax. To find out more, you can download our guide below, or get in touch to discuss it further.

Market value of inheritance:*

This is the best price that would be achieved should the property be sold on the open market..

Incumbrance Free Value

Liabilities, costs & Expenses payable out of the benefits and or directly payable by the beneficiary:

Eg mortgage, funeral expenses etc

Any consideration paid by the person receiving the inheritance to the person leaving the inheritance:

Taxable Value

Your Group Tax Threshold:

Learn more about Group thresholds here.

Any previous gifts and inheritances from the deceased since 05/12/1991 :

Taxable total:

Estimated Inheritance Tax Liability:

In respect of this person you have a remaining threshold balance of:

Inheritance tax is a complicated area, and we recommend you take professional advice, especially if you are planning to leave wealth to your family.

This web page hasn't stored your information, however if you'd like to send us your details and discuss with a Qualified Financial Advisor how you might reduce a liability, just fill in your contact information below:

Full Name

First NameLast Name

E-mail*

Phone Number

Area CodePhone Number

Please note that this figure is based on the information you have provided, and so we can make no guarantee as to its accuracy.

There are a number of reliefs and exemptions which may reduce your liability, you can read more in our guide. Or contact us here.

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Inheritance Tax Calculator

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