Calculate your Inheritance Tax Liability
Calculate your current UK Inheritance Tax (IHT) liability and identify how much you could save by establishing and maintaining Non-Long Term UK Resident (Non-LTR) status.
Single Person Calculator
| Assets | UK situs assets | Non-UK situs assets |
|---|---|---|
| Property | ||
| Personal valuables | ||
| Bank accounts | ||
| PEPs / ISAs | ||
| Shares | ||
| Life insurance (not in trust) | ||
| Car(s)/ Vehicles | ||
| Other assets | ||
| Total assets | £0 | £0 |
| Total liabilities: Mortgage / loans / other debts | ||
| Estate is worth (Value of estate) | £0 | £0 |
IHT LIABILITY |
UK RESIDENT [for more than 10 of the past 20 years] |
|---|---|
| Total Assets | £0 |
| Available Nil Rate Band | £0 |
| Nil Rate Band Used | £0 |
| IHT (at 40%) to pay on death | £0 |
IHT LIABILITY |
NON-UK RESIDENT [for the past 10 years] |
|---|---|
| Total Assets | £0 |
| Available Nil Rate Band | £0 |
| Nil Rate Band Used | £0 |
| IHT (at 40%) to pay on death | £0 |
Married / Civil Partnership Calculator
| Assets | UK situs assets held by couple1 |
Non-UK situs assets held by couple1 |
|---|---|---|
| Property | ||
| Personal valuables | ||
| Bank accounts | ||
| PEPs / ISAs | ||
| Shares | ||
| Life insurance (not in trust) | ||
| Car(s)/ Vehicles | ||
| Other assets | ||
| Total assets | £0 | £0 |
| Total liabilities: Mortgage / loans / other debts | ||
| Estate is worth (Value of estate) | £0 | £0 |
IHT LIABILITY |
UK RESIDENT MARRIED COUPLE
|
|---|---|
| Total Assets 1 | £0 |
| Available Nil Rate Band2 | £0 |
| Nil Rate Band Used | £0 |
| IHT (at 40%) to pay on death of 2nd partner | £0 |
IHT LIABILITY |
NON-UK RESIDENT MARRIED COUPLE
|
|---|---|
| Total Assets1 | £0 |
| Available Nil Rate Band2 | £0 |
| Nil Rate Band Used | £0 |
| IHT (at 40%) to pay on death of 2nd partner | £0 |
1 Based on assets being held in joint tenancy and passing automatically to survivor
2 The nil rate band (NRB), also known as the inheritance tax (IHT) threshold, is the amount up to which an estate has no IHT to pay.
Any unused NRB may be transferred to a surviving spouse or civil partner. The current NRB is £325,000.
* Your personal information will be treated as confidential by us and held in accordance with the UK Data Protection Act 2018 and UK General Data Protection Regulation (UK GDPR). By providing your contact details to us via this website you agree that such personal information may be used to provide you with details of our services and products by email, by telephone, or in writing. This online tool and the outputs provided are for information purposes only and do not constitute financial, tax, or legal advice. Please schedule a meeting to discuss your circumstances and to receive personal financial planning advice.
FAQs
Book an Initial Estate Planning Consultation
Careful consideration of your inheritance tax exposure, and how this could impact the value of the assets that you pass on to your loved ones, is extremely important if you are to avoid significantly diminishing your family's inheritance. To discuss with an international financial planner how we can help you create a robust plan to ensure that your wealth is passed on to your beneficiaries in the most tax efficient way possible, contact us today.
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