Investments & Pensions

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Value of all Homes (£)


Includes main residence, or proceeds thereof, left to direct descendants

Value of Investments (£)

Value of Art, Antiques etc. (£)

Value of Life Insurance (£)

Value of loans owed TO you (£)

Value of Business Assets (£)

Less: Debts owed BY you (£)

Your Results

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on. It is recommended that you seek tax advice.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Rates and allowances used in this calculator relate to the 2022/23 Tax Year.

Monitor your investments on the advance by embark platform.
Indices
Value Move   %     
FTSE 100
7,208.81188.36 stock arrow2.68 stock arrow
FTSE All Share
3,975.07100.39 stock arrow2.59 stock arrow
Currencies
Value Move   %     
Euro
1.160.00 stock arrow0.03 stock arrow
United States Dollar
1.230.00 stock arrow0.01 stock arrow
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 25/06/2022 at 03:00 PM