FINANCIAL ADVICE · ESTATE PLANNING · PROPERTY FINANCE
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INHERITANCE TAX CALCULATOR

Your estate.
A little more clarity.

Build an illustrative picture of your estate and request a report to save and discuss. No obligation to subscribe to marketing.

STEP 1 OF 4Your situation
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Let’s start with your situation.

This tool illustrates a limited range of straightforward UK estates. “Not sure” answers are welcome — they will be flagged in your report.

Supported rules: 2026/27. Dates outside this period are referred for review.

For a survivor, enter the assets belonging to that person and only confirmed unused allowance percentages.

All relevant people are long-term UK resident, all estate assets are in the UK and there are no cross-border factors. If unsure, choose review.

AT A GLANCE

What does this inheritance tax calculator estimate?

This calculator illustrates a limited set of straightforward UK estate scenarios using its stated 2026/27 rules. It considers assets, debts, beneficiaries and available allowances, then produces a report. Complex or uncertain answers require adviser review and may prevent a numerical estimate. It does not recommend products or calculate guaranteed tax savings.

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For what matters to you.

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