Trusts and Inheritance Tax modeller

Key features

This tool allows you to estimate the potential Inheritance Tax liability for one or two individuals, demonstrating the impact gifting part of their estate into trust would have on their overall IHT liability.

Guidance, but not advice

The IHT modelling tool is not a personal illustration and the values presented do not suggest any recommendation and should not be taken as offering advice from Prudential. The figures represent only potential growth and tax savings over the terms shown and is not an indicator of future performance.

The calculator is based on our current understanding of HMRC rules and practice relating to Inheritance Tax. Tax rules can change and the impact of taxation (and any tax relief) depends on individual's circumstances.

Whilst you’re able to download this tool, we would always recommend using the version available online in case it changes.

Tech Matters

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M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.