Free Tool

    Inheritance Tax Calculator

    Enter your full estate - UK property, investments, pensions, business interests and international assets - and calculate your IHT position for any tax year, including after April 2027.

    Your Estate

    🏠 UK Residential Property

    Your main home - gross value before mortgage

    £

    Holiday homes, second properties

    £

    Combined value of all rental properties

    £
    🏢 Commercial Property

    Offices, retail, industrial units. Note: Business Property Relief may apply

    £
    📈 UK Financial Assets
    £

    Direct holdings, excluding ISAs

    £

    ISAs form part of your estate (unlike pensions, currently)

    £

    Discretionary or advisory portfolios

    £

    Shares in private companies, partnerships. Business Property Relief may reduce or eliminate this

    £
    🌍 International Assets

    UK domiciled individuals are liable on worldwide assets

    £

    Foreign bank accounts, investments, other overseas holdings

    £
    🔐 Pensions & Protection

    Currently outside your estate - this changes April 2027

    £

    Policies in trust are excluded - only include unprotected policies

    £

    Jewellery, art, vehicles, other valuables

    £
    📋 Liabilities

    Combined outstanding balance across all properties

    £

    Loans, credit, any other liabilities

    £

    Your Circumstances

    2025/26 - IHT Estimate

    Enter your estate details to see your estimate.

    This calculator provides an estimate only and does not constitute financial or legal advice. Thresholds are based on current HMRC published figures. The April 2027 pension inclusion is based on current HMRC proposals and may be subject to change. Business Property Relief, Agricultural Property Relief, gift exemptions and double taxation treaty relief are not applied automatically. Always seek professional advice for your individual circumstances.

    Members of the Society of Will Writers|28 years of specialist estate planning practice|Serving families across Dorset, Hampshire and the South of England