Inheritance tax can be complex for clients, which is why we’ve created this calculator. It’s based on our current understanding of IHT and tax law.
That said, the results are indicative only, and based entirely on the information you provide. Because IHT rules can be intricate and subject to change, the actual amount due may vary depending on your client’s specific circumstances. This calculator should not be considered as a replacement for professional investment or tax advice.
Calculating the value of an estate
Use this tool to get an estimated IHT charge due on the value of an estate. Get started by answering the following questions as accurately as possible.
Important information
This calculator is designed to provide advisers and their clients with a general guide to IHT liabilities. It does not account for:
- Gifts made within the last seven years.
- Charitable donations included in the client’s will.
- Tapering of the residence nil-rate band for estates worth more than £2 million. It assumes no RNRB is available beyond this threshold.
- Downsizing allowances or more detailed estate planning scenarios.
How can we help?
Next steps
Wherever you are in the process, we’re here to help you take the next step with confidence.
How can we help?
If you’re an adviser looking for more information on our investment solutions or support with client planning, our team is here to help. Use the form or contact details below to get in touch.
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Advisers & Investors
+44 (0)20 7201 8990
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Media
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General enquiries
+44 (0)20 7201 8989
contact@triplepoint.co.uk
