RUGBY Offices

Private Client Department, Address: 16 Church Street, RUGBY, CV21 3PW, Telephone: + 44 (0) 1788 579 579, Fax: +44 (0) 1788 570 949

Conveyancing Department, Address: 26 Regent Street, RUGBY, CV21 2PS, Telephone: + 44 (0) 1788 551 611, Fax: + 44 (0) 1788 551 597

Commercial/ Wills, Trusts & Probate Departments, Address: The Robbins Building, 25 Albert Street, RUGBY, CV21 2SD, Telephone: + 44 (0) 1788 579 579, Fax: + 44 (0) 1788 552 888

LONDON Offices

2nd Floor Berkeley Square House, Berkeley Square, London, W1J 6BD, Telephone enquiries: +44 (0) 2078876590, Fax number: +44 (0) 207 8876001

BANBURY Offices

Strathmore House, Waterperry Court, Middleton Road, BANBURY, OX16 4QD, General Telephone enquires: + 44 (0) 1295 270999

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