IHT Assessment Tool

Calculate your inheritance tax liability with our assessment tool. Understand how the April 2027 pension reforms will impact your estate and receive insights to protect your family's financial future.

Trusted by families across the UK to make informed estate planning decisions.

Your Estate Analysis

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Current IHT Assessment

Detailed analysis of your current inheritance tax liability, including all allowances, reliefs, and exemptions available under existing legislation.

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2027 Pension Reform Impact

Analysis of how April 2027 pension fund inclusion will affect your estate, with detailed before-and-after comparisons and potential tax increases.

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Strategic Recommendations

Planning insights with specific strategies to minimise your IHT liability, including gifting opportunities, trust structures, and relief optimisation.

Asset evaluation including pensions, property, and investments
Business and agricultural property relief calculations
Annual gift allowance tracking and optimisation
Spousal exemption and trust planning insights

Estimates Only: This calculator provides approximate calculations for guidance purposes only. Results do not constitute financial or tax advice. Please consult a qualified adviser for personalised advice before making any financial decisions.

5-minute assessment
Completely confidential
No obligations