Your situation
What you own
Debts and gifts
Gifts to people in the last 7 years (not to a spouse or charity). We take off the £3,000 annual exemption from each.
Inheritance tax
An estimate of the tax on what you leave behind, with the allowances you can use and the changes for pensions from April 2027.
Gifts to people in the last 7 years (not to a spouse or charity). We take off the £3,000 annual exemption from each.