Married couples and civil partners are allowed to pass their possessions and assets to each other tax-free and, since October 2007, the surviving partner is now allowed to use both tax-free allowances (providing one wasn’t used at the first death). Gifts made within the last seven years are not included in the calculations but may be liable to IHT on a sliding scale. Calculations based upon the current understanding of HM Revenue & Customs practices and the values shown are dependent upon individual circumstances.

Inheritance Tax

A quick and easy way to calculate an Inheritance Tax (IHT) liability. The figures provided by this calculator are for illustrative purposes only. Calculations are only a guide and cannot be guaranteed.

Actual figures will vary in individual circumstances.

Complete the information required and the results will appear automatically at the end of the form.

Estate assets
Property: main residence £
Savings: current account/s, deposit account/s, premium bonds £
Investments: shares/equities, unit trusts, investment trusts, ISAs, investment bonds £
Other assets: cars, holiday home/s, antiques, jewellery, works of art, boat, gifts of capital made within the previous 7 years £
Life insurance policies: policies not written in an appropriate trust £
Are you married?
Estate liabilities
Mortgage: £
Loans/overdrafts: £
Credit cards: £
Other liabilities: outstanding bills, hire purchase, funeral expenses £
Your Results Will Automatically Update Below
Estate summary
Total assets:
Liabilities:
Estate value:
Tax-free allowance: this allowance will remain the same for 2010-2015
Net worth:
Inheritance Tax bill:

Results are for your general information and use only and are not intended to address your particular requirements. Results should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate results and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or couple should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of using this calculator. Thresholds, percentage rates and tax legislation may change in subsequent finance acts.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

"Owrang was one of the brightest graduates in an autumn intake of sixty people in 1998. I recall him regularly being upper quartile in the exams we undertook. He joined me as one of six individuals on the company's inaugural Business Foundation Programme - a graduate fast track programme for future leaders. I would gladly work with Owrang again."

- Adam N

"Owrang has been my best find in the financial arena in years. He has proved to be highly efficient, competitive, and personable. Am very happy customer!"

Rupert S

"Owrang has been an excellent find. Recommended by a good friend, he has helped me with my mortgage requirements more than once. A very good guy. Knows his stuff!"

Jon C

"Very good knowlege of all aspects of personal finance"

Jonathan L

"I was recommended Owrang to help me set up and transfer a private pension. He was very professional and took the time to understand my needs and both he and his team were very prompt with ongoing correspondence throughout the process. I will be happy to continue working with him and would happily recommend him to others."

Jonathan H

"Owrang has been providing me with advice and ideas on how to approach financial matters for many years and has always been excellent, proactive and importantly helped me increase my future earnings."

Nicholas G

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Reviews and Ratings for Financial adviser Owrang Rahmani, London

Credius is a trading style of Credius Wealth Limited which is an appointed representative of Quilter Financial Services Limited
and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Credius Wealth Limited is registered in England and Wales 06186222.
Registered Address: 124 City Road, London, England, EC1 2NX

The guidance and information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

The Financial Conduct Authority does not regulate Auto Enrolment, Trusts, Inheritance Tax Planning, Bridging Finance, Employee Benefits, Tax Planning, Estate Planning and some forms of Buy to Let Mortgages.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited Jan 2024.

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