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Tax Planning

IHT Calculator

Find out your likely Inheritance Tax bill

Just enter the value of your assets in the boxes below then click calculate.

Assets  
Value of home £
Value of other properties £
Home Contents (including jewellery) £
Vehicles £
Life Insurance (not in trust) £
Bank and savings accounts £
TESSAs/PEPs and ISAs £
Shares and unit trusts £
Other investments £

Liabilities  
Outstanding mortgages £
Other loans £
Overdraft £
Credit cards £
Other debts £



Total Assets £
Minus total liabilities £
NET WORTH £

Your approximate current IHT liability is:
£
   
   

This result is only an indication and is based on the IHT threshold for a single person. If you are married or in a civil partnership, you may have a higher threshold.

For a detailed assessment, make an appointment to speak to one of our team today.

 

  


Julie ThompsonDave inherited his house, you know – and it was tax free
   

Any financial advice given for life assurance, pensions and investments will relate only to the products of Norwich Union Marketing Group and Leeds Building Society.

Leeds Building Society is authorised and regulated by the Financial Services Authority. The Society’s FSA registration number is 164992. Leeds Financial Services Limited represents only the Norwich Union Marketing Group, members of which are authorised and regulated by the Financial Services Authority.