For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.

Inheritance Tax Calculator

Calculate potential Inheritance Tax liabilities when establishing a discretionary Gift Trust, discretionary Discounted Gift Trust or discretionary Loan Trust.

  • See the results in table or graph format
  • View the tool online and offline
  • Save as a pdf for your reports

Key features of our Inheritance Tax calculator

Immediate and additional tax charges

Enter your client’s details and see both the immediate tax charge and the additional tax charge on death within 7 years.

Available online and offline

Add this tool to your browser favourites and use it even when you’re not online. 

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.