Inheritance Tax Help

Your estate is comprised of everything you own - unfortunately, almost all of it counts towards the taxman. To work it out approximately, add together the value of:

  • your home and its contents, plus any other properties
  • antiques, jewellery and any other valuables
  • your car
  • any savings and investments
  • your life insurance policies and pension fund lump sum(s) if not held in trust

Then deduct the value of any liabilities - like outstanding mortgages, overdrafts, loans and credit cards.

The figure you’re left with is the value of your estate. Enter this figure in the calculator to see what your tax liability could be.

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