We are not tax experts and this tool does not constitute tax advice.
Use this tool to estimate the amount of inheritance tax due to your estate.
​The results are based on the latest guidance on GOV.UK following the changes set out in the 2024 autumn budget. A major change made in the budget is that pensions now count towards the value of one's estate, while shares gained through (S)EIS investments form part of a £1m tax-free allowance and above that are subject to half the usual rate of inheritance tax.
Try adjusting the amounts in New EIS investments p.a. and Money from pension going to (S)EIS investments p.a. and observe the change in estimated inheritance tax.
You can use 'k' and 'm' as abbreviations for thousand and million.
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