Quantcast IHT calculator | Downing

IHT calculator

Disclaimer: We know inheritance tax can be a difficult subject for your clients to understand, so we have created this IHT calculator to provide you with an estimate on the tax that may be due on your client's estate. It has been designed for illustration purposes only and does not constitute investment, tax or legal advice. Please note, tax rules can be complicated and depend on the individual circumstances of each investor. Any IHT planning should be undertaken in conjunction with a suitably qualified adviser. Our IHT products are high risk and the value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. Investments in unquoted companies or companies quoted on the Alternative Investment Market (AIM) are higher risk by nature and therefore may not be appropriate for everyone. Please note there is currently no option that accounts for mirror wills (where one member of the couple leaves their estate to other in the event of their death).

To learn more about the topic, please read our Guide to Inheritance Tax or alternatively you can telephone our adviser helpline on 020 7630 3319.

 

Please do not use commas.

 

Important Notice

Investing in our products will place your capital at risk and you may not get back the full amount invested. Any tax treatment may be subject to change and the availability and value of the reliefs depend on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status.

Further information can be found at HMRC’s website. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher price fluctuations and are likely to be more difficult to sell than shares quoted on the London Stock Exchange Official List. Website content is not intended to constitute investment, tax or legal advice. We recommend you seek independent advice before investing in any of our products.

Important Notice

Downing’s investments place your capital at risk and you may not get back the full amount invested. Past performance and forecasts are not a reliable guide to future results. Tax treatment may be subject to change and depends on individual circumstances. Smaller company shares are likely to have higher volatility and liquidity risks than other types of main market listed instruments. We recommend that you seek professional independent financial advice before investing. We do not offer investment or tax advice.

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