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Please note that this tool provides an estimate and does not account for gifts made in the past 7 years, existing Trusts and Wills, Business Relief, AIM relief, failed Potentially Exempt Transfers (PETs), taper relief on gifts, historic transfers, or other potential factors that could increase or decrease the potential Inheritance Tax Bill. This calculator includes pension values within the estate based on proposed Inheritance Tax changes due to take effect from April 2027, under which most unused pension funds and death benefits are expected to form part of an individual estate. The calculation assumes all pension benefits fall within the scope of these proposed changes; however, this may not be the case in all circumstances. This is an indicative calculation only and cannot be relied upon for accurate information due to the absence of certain factors. Inheritance Tax calculations are complex and for an accurate calculation we recommend a Financial Planner assists you with this and any potential advice required. Tax laws may change, and this tool is for illustrative purposes only. Attivo accepts no liability for any loss or damage arising from reliance on this tool or its results.

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