Inheritance Tax Ready Reckoner

As an introduction to the Buzzacott Family Wealth team, use this ready reckoner to give yourself a rough idea of the amount of IHT which might be due on your death.

Then contact us to discuss how this could be reduced by careful planning or covered by tax-efficient insurance.

Are you:

  Single

  A married couple or in a civil partnership

Assets		You	Your spouse or partner
	£	£	£
Main home
Second and holiday homes
Rental/investment properties
Contents
Quoted securities
Unquoted securities
National savings products
Premium bonds
Interest in business entities
Interest in trusts
Bank and building society balances
Cash
Car
Expected inheritances (Net of Inheritance Tax)
Other
Gifts made within 7 years before death
Liabilities
Mortgages
Other loans
Other

Note: You may be entitled to reliefs or exemptions which may reduce the amount of IHT payable on your death. This ready reckoner is provided to give a simple illustration of the amount of Inheritance Tax which might be payable on your death. Enter all numbers as positives - the ready reckoner will deduct tax and liabilities.