Financial Calculators

Value of all Homes (£)

Value of Investments (£)

Value of Art, Antiques etc. (£)

Value of Life Insurance (£)

Value of loans owed TO you (£)

Value of Business Assets (£)

Less: Debts owed BY you (£)

Your Results

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on. It is recommended that you seek tax advice.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Rates and allowances used in this calculator relate to the 2024/25 Tax Year.

UK News

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The regulator's new powers prevent bonuses being funded from customer bills.
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The Adani Group has denied the allegations of bribery and fraud, calling them "baseless".
Hwang was found guilty of fraud in a case that cost Wall Street banks billions of dollars in losses.