LEGACY PROTECTION

Inheritance Tax Calculator

HMRC charges 40% tax on assets above your allowance. See how much your family could lose.

1. Your Status
2. Your Wealth
£
£
£
Debts reduce your taxable estate.
You have a Tax-Free Allowance of: £500,000
ESTIMATED TAX BILL
£0
Payable to HMRC within 6 months of death.
Don't force your family to sell the house to pay this bill.

📉 How to reduce this to Zero?

A "Whole of Life" insurance policy, written in Trust, pays out a cash lump sum to your family tax-free. They use this cash to pay the HMRC bill immediately, keeping 100% of your assets intact.

🎁 What about the 7 Year Rule?

You can gift assets away tax-free, but you must survive for 7 years after the gift. If you die within 3 years, 40% tax is still due. Insurance covers this "risk period."

🏠 Can I just give my house to my kids?

Only if you move out and pay market rent to them. If you continue living there rent-free, it's a "Gift with Reservation of Benefit" and still counts towards your tax bill.

⏳ When is the tax bill due?

HMRC demands payment within 6 months of death. Executors often have to take out expensive loans or fire-sale properties to pay this before probate is granted.