RL360 Compound IHT calculator for wealth preservation

Generic Links

Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Compound IHT calculator

The value of your client's UK assets which are subject to inheritance tax (IHT) may increase depending on the rate of growth. We've designed this calculator to allow you to forecast what a UK IHT liability might be if you assumed a certain growth rate for a certain period of time.

The calculator is purely for illustration purposes only and does constitute advice or guarantee amounts.

Step 1. Enter the total value (GBP only) of your client's UK assets today.

Step 2. Enter the rate (%) which you believe the UK assets may grow by.

Step 3. Enter the period of time (years) which you believe the growth rate you've selected may occur.

Step 4. Enter the Nil Rate Band which is to be deducted from the value of the UK assets.


Complete all the steps and click calculate

Please note: Nil rate band is £325,000 for individual or £650,000 for married couple/civil partnership. Growth rates vary from year to year, but for the purposes of this calculator we assume a constant rate of growth throughout.

Important Notes: Please note that every care has been taken to ensure that the information provided is correct and in accordance with RL360's understanding of Her Majesty's Revenue and Customs (HMRC) legislation as at January 2015. RL360 cannot accept responsibility for its interpretation or any subsequent changes. This information is not intended as a substitute for legal or tax advice and independent confirmation should be obtained before acting or refraining from acting upon the information given.


Complete all the steps and click calculate