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Client Profile & Assets
Marital status and general assets
Enter the value of your assets below. Do not include your main residence, business/agricultural assets, or pensions here (these are captured in the next steps).
£
£
£
£
£
£
This will be deducted from your total asset value to calculate your net estate.
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Property & Residence
Residence Nil-Rate Band eligibility
£
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Business & Agricultural Property
Reflecting April 2026 Reforms
⚡April 2026 Rules: The £2.5M combined BPR/APR allowance applies. AIM shares qualify for 50% relief only.
£
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Pension Assets
April 2027 inclusion preview
⏰From 6 April 2027, most undrawn pension funds will be included in the taxable estate.
£
IHT Estimate
Current Rules (April 2026)
0%
Effective Tax
Reliefs & Bands£0
IHT Liability£0
Net to Heirs£0
Total Assets£0
Net Estate£0
BPR / APR Relief−£0
Nil-Rate Band−£0
Residence NRB−£0
Chargeable Estate£0
ESTIMATED IHT LIABILITY
£0
Business Relief Investment Scenario
£
Potential Tax Saving
£0
NEW LIABILITY
£0