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Tuesday, September 07, 2010

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Inheritance tax Calculator

The current IHT threshold is £325,000 on death, if the value of your estate exceeds this amount there could be inheritance tax to pay. Use our quick calculator to see if you have a potential inheritance tax problem. You do not need to include any life assurance which is written in trust or payable to your spouse, as these are excluded for IHT purposes.

Assets

Value of main residence	£
Other property	£
Investments	£
Savings Plans	£
Cash Deposits	£
Shares	£
Other assets (e.g. Life Assurance payable to your estate)	£

Liabilities

Outstanding Mortgage	£
Other Loans	£
Miscellaneous	£

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Equity Release Mortgage

Home Reversion Plans

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Lump Sum Option
6.59% (6.8% APR)
Lifetime Fixed Rate

Penalties apply if you redeem the loan during the life of the mortgage.

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Your home may be repossessed if you do not keep up the repayments on your mortgage or any other debt secured on it. To understand the features and risks of lifetime mortgages and home reversion plans ask us for a personalised illustration.
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