INHERITANCE TAX CALCULATOR  
     
 

Assets
Life 1 (£)
Life 2 (£)
Click box if life 1 & life 2 are married (or have formed a civil partnership)

Main Residence

Other Property

Household Contents

Art, Jewellery & Collectables

Cars/Boats/Caravans

Cash (including Building Society, Bank Deposits, etc)

Investments (including stocks and shares)

Life Assurance (payable to your estate) normally valued at the claim value

The Death Benefit of Pensions (if applicable)

Other Investments / Savings

Any outstanding loans / debts owed to YOU

The value you expect to raise from the sale of a business

Do you expect to inherit any wealth
(eg. from a relative)

Other Assets

 

Liabilities
Life 1 (£)
Life 2 (£)
Outstanding Mortgage

Other Loans Outstanding

Debts (Overdraft, Hire Purchase, Credit Cards)

Other Liabilities

 

Annual Exemptions
Life 1 (£)
Life 2 (£)
Value of used annual exemptions

 

Potentially Exempt Transfers (Life 1)
(£)
Full Years since Transfer
Transfer[1]

Transfer[2]

Transfer[3]

Transfer[4]

Transfer[5]

 

Potentially Exempt Transfers (Life 2)
(£)
Full Years since Transfer
Transfer[1]

Transfer[2]

Transfer[3]

Transfer[4]

Transfer[5]