Inheritance Tax
Your Situation
Are you leaving your main residence to a direct descendant?
Yes
No
Assets
Enter values at their market value
Main Residence
Less Mortgage
Other Property
Less Mortgage
Household
Contents
Cash in
Savings Account
Cash & investments
in ISAs
Quoted shares, unit
trusts &OEICs
Investment bonds
and endowment policies
Other
Investments
Assets (2)
Enter values at their market value
Unquoted stock and shares, net of APR or BPR
Partnership and business interests, net of APR or BPR
Other assets
Gifts made in last 7 years
Liabilities
Other debts
Funeral expenses
What is the distribution of assets on death?
Legacies to charities
Percentage of Nil Rate Band
available from death of spouse?
To Spouse - Main Residence
To Spouse - Other Assets
2024/2025
2023/2024
Total assets
Total liabilities
Net estate
Assets to spouse
Charitable legacies
Charitable legacies
Nil rate band remaining after gifts
Chargeable assets in estate
IHT Payable
Total assets
Total liabilities
Net estate
Assets to spouse
Charitable legacies
Charitable legacies
Nil rate band remaining after gifts
Chargeable assets in estate
IHT Payable
