A basic calculator is provided taking into account primary assets and liabilities. The estimated tax liability may vary according to the implementation of tax planning advice and the introduction of life time gifts. Exemptions can be made for transfers between civil partners, spouses or donations to charity.

ASSETS DEBTS TOTALS
House:
Mortgage:
TOTAL ASSETS
£0
TOTAL DEBTS
£0
TAXABLE AMOUNT
£0
EST TAX LIABILITY
£0
Savings:
Loans:
Investments:
Other:
Life Insurance:
Other:
Total Assets:
£
Total Debts:
£
Total Net Assets:
£

This calculator gives a basic estimate of your liability for inheritance tax but is no substitute for expert advice. If you have any queries or would like more information please contact Richard Bates, partner, on

Telephone: 01273 766942
Email: richard.bates@bunkers.co.uk