INHERITANCE TAX CALCULATOR

Assets  Values  
Property
Include main residence & foreign property
 
Household Contents
Includes Art, Furniture, garden furniture
  
Personal Possessions
Jewellery, Clothing  
 
Cars, Boats, Caravans    
Savings & Investments
Include Bank Accounts, ISA, PEPS  
 
Life Insurance policies    
Death Benefit under Pension    
Any outstanding Loans/debts Owed to you    
Business Assets    
Other Assets    
     
Liabilities    
Outstanding Mortgage    
Other Loans/debts
Inc. credit cards, hire purchase
 
Other Liabilities    
     
GIFTS
Includes Cash, property, shares, insurance policies, transfer of property but only receiving small % of value, transfers into trust
Excludes gifts at Christmas, Birthdays, Weddings, within reasonable value
Value of gift   No of years since gift made