Inheritance Tax Estimator

Understand your estate's potential liability and discover smarter ways to protect your legacy with our professional assessment tool.

Takes only 2-3 minutes

Assets

Value of main home

Second home, business property/land

Car(s), boat, etc

Household contents and personal effects

Bank and building society accounts

Investments (stocks and shares, bonds, ISAs)

Life assurance policies (if not under trust)

Pensions lump sum (if not under trust)

Liabilities

Mortgage on main home

Additional mortgage(s), loans, credit cards

Other liabilities (tax bills etc.)

Gifting Strategy

Gifts in the last 14 years

Date	Type	Amount (£)	Years Since
No past gifts recorded. Click "Add Gift" to start.

Proposed Gifting Strategy

Date	Type	Amount (£)	Description (e.g. Trust)
No proposed gifts recorded.

Note: Proposed gifting strategies involving items liable to IHT Entry Charge are highlighted. Consult a specialist for advice.

Allowances & Exemptions

Nil rate bands available

Marital Status

Current nil rate band

£325,000.00

Percentage of transferrable nil rate band available

Total NRB Available£325,000.00

Residence nil rate band available

Will residence be left to direct descendants?

Residence nil rate band

£175,000.00

Percentage of transferrable residence NRB available

Other Specific Exemptions (£)

Total RNRB Available

Capped at property equity: £0

£0.00

Wills and Estate planning form

Have you written a Will?

When last did you have your will reviewed?

Aware of short comings of a standard will?

Do you have a power of attorney?

Worried about impact of funding future care costs?

Live Breakdown

Assets£0

Liabilities£0

Gifting£0

Residual Value£0

Analysis performed by Rehoboth Wealth Management Ltd