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

Trusts and Inheritance Tax modeller

Key features of our Trusts and Inheritance Tax (IHT) modeller 

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.

 

Use the Trusts & IHT modeller