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💰 Finance

UK Inheritance Tax Calculator

UK Inheritance Tax is charged at 40% on the value of your estate above your available nil-rate bands. This calculator works out your potential IHT bill using the standard £325,000 nil-rate band and the Residence Nil-Rate Band (RNRB) if leaving a home to direct descendants.

Last reviewed: January 2025 Formula shown No signup required

Educational estimate. Calculator results are for planning and information only, not financial, tax, medical, legal, or engineering advice. Verify important decisions with official sources or a qualified professional.

UK Inheritance Tax Calculator

Estate IHT — Nil-Rate Band & RNRB

£

Property, savings, investments, valuables — everything you own minus debts

£

Value of your home (for RNRB calculation)

£

Gifts within 7 years of death may be added back to the estate

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📐 Formula & Method

IHT Calculation

IHT = (Estate − NRB − RNRB) × 40%

NRB = £325,000 (doubled to £650,000 for married couples using transferred NRB). RNRB = £175,000 per person if leaving home to direct descendants (subject to taper for estates above £2m).

📋 How to Use

  1. 1

    Enter total estate value.

  2. 2

    Enter property value.

  3. 3

    Confirm whether leaving home to descendants and marital status.

  4. 4

    See estimated IHT liability and effective rate.

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UK Inheritance Tax — Planning to Minimise IHT

Only around 4-5% of UK estates pay IHT, but the proportion is growing as property prices rise against frozen nil-rate bands (frozen until 2028). Strategies to reduce IHT include making gifts (gifts survive 7 years become fully exempt), pension contributions (pensions are outside the estate), and life insurance written in trust.

The Residence Nil-Rate Band (RNRB) of £175,000 is available when you leave a qualifying residential property to direct descendants (children, grandchildren). Combined with the standard NRB and the ability to transfer unused allowances from a deceased spouse, a married couple can potentially shelter up to £1m from IHT.

🔬 Methodology & Accuracy

Formula: Uses the standard mathematical formula shown in the Formula & Method section above. All computations run client-side in your browser — no data is sent to our servers.

Data sources: Tax bands, contribution limits and regulatory rates are taken from official US (IRS, SSA) and UK (HMRC, gov.uk) publications for the current tax year, and updated when bands change.

Last reviewed: January 2025 · Accuracy: Results are precise to two decimal places using IEEE-754 double-precision arithmetic. Intended for educational and planning use only.

For informational purposes only. Results are estimates based on the inputs and formulas provided. For financial, tax, medical, or legal decisions, consult a qualified professional. Rates and regulations change — always verify current figures with official sources.

❓ Frequently Asked Questions

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