IHT Calculator
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Personal information

In order to build a picture of your estimated IHT liability, we have asked you to provide your age and marital/civil partnership status. Please note that you are able to complete this calculator as an individual, or as a couple combining your various assets, investments and liabilities.

Marital or civil partnership statusRequired
Single
Married / Civil Partnership
Divorced
Widowed

Domicile is a general legal concept which in basic terms is taken to mean the country where you permanently belong but actually determining domicile status can be complex. This tool is intended for UK domiciled individuals only, get in touch if you are non-UK domiciled or have been resident in the UK for 15 of the past 20 tax years and would be considered deemed UK domiciled.

Are you (and any spouse) UK domiciled?Required
Yes
No

Direct descendants are: A child, grandchild or other lineal descendant; A husband, wife or civil partner of a lineal descendant (including their widow, widower or surviving civil partner). This also includes: A child who is, or was at any time, their step-child, their adopted child, a child fostered at any time by them, a child where they're appointed as a guardian or special guardian when the child is under 18.

Will a main residence be left to a direct descendant?Required
Yes
No
Assets
Property
Savings
Investments
Other assets
Liabilities
Pensions
Life Assurance
Gifts
Have you made any gifts in the last 14 years?
Yes
No
Do you plan to make a gift to charity in your Will?
Yes
No
Income & Expenditure
Results
Personalised Report
Any information submitted via this form is collected by Mazars LLP and Mazars Financial Planning Limited. More information on our privacy policy and how we use your personal data can be found here.
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