Value of main home/residence
(second home, holiday home, business property / land, etc.)
Cars, boats or caravans
Household contents / personal effects
Antiques, jewellery, art and / or collectables
Bank and / or building society accounts
Investments (including stocks and shares)
Life insurance policies (not in trust)
Pensions lump sum (not in trust)
Please note that this calculator doesn't take into account any gifts that your client has made in their lifetime which may be subject to inheritance tax. It also doesn't consider any assets that are under trust that may be liable to IHT on your client’s death or any residence nil rate band or transferred nil-rate or residence nil rate band from a pre-deceased spouse.
This calculator is very general in nature and won't exactly reflect your client’s personal tax situation. The information shouldn't be construed as legal or tax advice. Tax benefits may vary as a result of statutory change and their value will depend on individual circumstances.