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ESTATE PLANNING & INHERITANCE TAX

Inheritance tax is paid on the estate, the value of the assets you leave when you die. Once thought to be a tax on  the wealthy, it now catches many estates, small and large.

IHT can be complicated and no one likes to think about their own mortality, so it is a subject that is easy to avoid. But a little financial planning now can mean that your family and friends get your money when you die, not the Chancellor and/or the Crown.

PENSIONS

You can use pensions part of your estate planning

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WHEN

Ideally, tax planning should start at least 7 years before you die, but there are options 

OPTIONS

We have lots of tools at our disposal to limit the tax due: trusts, protection, business property relief

WILLS AND PROBATE

Wills are the starting point, to ensure your estate is paid to who you want

There are lots of good ways to reduce the amount of inheritance tax your family will pay. Knowing how much tax your tax family is exposed is a good place to start. 

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Please note that the calculator is very general in nature, and won't reflect your exact situation. It should not be used to replace full financial planning.

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How much will your tax bill be?

  • This calculator does not factor in the taper on the property allowance, which falls on estates worth more than £2m.

  • Some investments are not subject to inheritance in some circumstances, such as AIM shares. Speak to a financial adviser for more information.

  • The calculator does not take into account any gifts made, or trusts established which may lead to a higher IHT bill

  • Charitable donations which might reduce your IHT rate have not been included.

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