For UK financial advisers 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.
Save as a pdf
To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips Guide (PDF).
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.
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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.