We've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.
Please also note we do not store or see any of the information you input to these calculators.
Where advice is required in respect of pensions and/or investments, a referral will be made to a suitably qualified adviser.
The value of pension and investments can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority do not regulate on estate planning.
Inheritance Tax Calculator
Value of all Homes (£)
Includes main residence, or proceeds thereof, left to direct descendants
Value of Investments (£)
Value of Art, Antiques etc. (£)
Value of Life Insurance (£)
Value of loans owed TO you (£)
Value of Business Assets (£)
Less: Debts owed BY you (£)
This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on. It is recommended that you seek independent tax advice.
The Financial Conduct Authority does not regulate Inheritance Tax Planning
Rates and allowances used in this calculator relate to the 2018/19 Tax Year.