Inheritance Tax Calculation Forecast

About You Edit

Calculate Liability for: {Calculate Liability for:2}

What is your age: {What is your age:66}

What is your spouse / partner's age: {What is your spouse / partner\'s age:67}

Do you have a Main Residence: {Do you have a Main Residence?:3}

Are you passing your Main Residence to your Direct Descendants: {Are you passing your Main Residence to your Direct Descendants?:4}

Have you made any Significant Gifts in the last 7y / 14y: {Have you made any Significant Gifts in the last 7y / 14y?:5}

Non-Exempt Gifts within the last 7y / 14y: {Non-Exempt Gifts within the last 7y / 14y:8}

Assets Edit

Home (£): {Home (£):9}

Other Properties (£): {Other Properties (£):10}

Cars, Boats or Caravans (£): {Cars, Boats or Caravans (£):11}

Household Contents / Personal Effects (£): {Household Contents / Personal Effects (£):12}

Antiques, Jewellery, Art and/or Collectables (£): {Antiques, Jewellery, Art and/or Collectables (£):13}

ISAs (£): {ISAs (£):14}

Investments (£): {Investments (£):15}

Bank and/or Building Society Accounts (inc Premium Bonds and NS&I) (£): {Bank and/or Building Society Accounts (inc Premium Bonds and NS&I) (£):16}

Life Assurance (not in Trust) (£): {Life Assurance (not in Trust) (£):17}

Total Assets (£): {Total Assets (£):18}

Potentially Exempt Assets Edit

Pension Funds (£): {Pension Funds (£):20}

Personally Owned Businesses (£): {Personally Owned Businesses (£):21}

IHT Efficient Trusts (£): {IHT Efficient Trusts (£):22}

BPR / EIS Investments (£): {BPR / EIS Investments (£):23}

Total Potentially Exempt Assets (£): {Total Potentially Exempt Assets (£):24}

Liabilities Edit

Outstanding Mortgages (£): {Outstanding Mortgages (£):26}

Other Loans (£): {Other Loans (£):27}

Other Debts (Overdraft, Hire Purchase, Credit Cards) (£): {Other Debts (Overdraft, Hire Purchase, Credit Cards) (£):28}

Other Liabilities (£): {Other Liabilities (£):29}

Total Liabilities (£): {Total Liabilities (£):30}