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Inheritance Tax.

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Only 4 in 10 adults in the UK have a current will, with the rest believing they do not need one and that no Inheritance Tax (IHT) will be due on their estates when they die, which is incorrect.

Without the right planning HMRC could end up being the major beneficiary of your hard work rather than family and loved ones who could suffer IHT up to 40% on any assets passed to them.

Our private client team work with you to protect your wealth, minimise your IHT liability and allow you and your family to enjoy the proceeds of your lifetime’s achievements. We’ll also ensure that any relevant reliefs and exemptions are taken advantage of including:

  • Business Property Relief
  • Agricultural Property Relief
  • Spouse Exemptions
  • Annual and Small Exemptions
  • Nil Rate Band
  • Residential Nil Rate Band
  • Trusts
  • Charitable giving
  • Life time giving
  • Gifts from excess income
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Calculate your inheritance tax

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Disclaimer for IHT calculator

This calculator provides an estimate of your inheritance tax liability today compared to your liability after the introduction of changes proposed in the government’s October budget. It is a general guide to estimate any increase in your exposure to inheritance tax.

It will not capture all your individual circumstances. It is not personal advice and should not be relied upon. Your inheritance tax liability will depend on many factors including provisions made in your will, whether you are eligible for certain reliefs, and the type of assets you hold.

Calculating your inheritance tax position and undertaking planning is complex. Professional advice should always be sought before action is either taken or refrained from as a result of information provided. We will contact you to discuss this further.