Welcome to the PP Trusts Inheritance Tax Calculator.

Our simple calculator allows you to enter your details to estimate whether you have any Inheritance Tax liability that you are passing to your children to pay for from your estate.

Inheritance Tax calculator

Complete the questions below and we'll work out your potential Inheritance Tax bill and how much you could save by using a Trust.

1. Tell us about your relationship status

I am

2. What is the value of your estate?

Value of your home £

Value of your cash savings (e.g. your bank accounts) £

Value of your investments (e.g. shares, ISAs) £

Value of any other investments (e.g. bonds, unit trusts, OEIC's) £

Your other assets (e.g. cars, holiday home, boat) £

Life Insurance (your term assurance policy benefit) £

Do you expect to inherit any wealth (i.e. from a relative)? £

Value of your Pension assets £

Value of your Business assets £

3. What are your liabilities?

Mortgage £

Loans/Overdrafts £

Credit Cards £

Other Liabilities (tax bills, hire purchase etc.) £

4. What are your plans for the future?

Are you planning to leave your house to a direct descendant (children or grandchildren) when you die?

Move the slider to see how the residence nil-rate band might apply to your circumstances if you died in this year.

2016/17 2020/21+

Slide to choose a year →

Your Results

Total Assets £

Total Liabilities £

Value of your estate £

Nil Rate Band £

Residence Nil Rate Band £

Estate Liable to Tax Minus your allowances £

Your Inheritance Tax Bill £

Potential tax savings by using a Trust

Life Insurance in Trust £

Savings from using a Pension Trust £

If you qualify for Business Property Relief £

Total Potential Savings £