Find Out How Much Inheritance Tax You Could Owe in 60 Seconds

Most people underestimate this by hundreds of thousands.

UK & UAE Financial Adviser | Private Client Specialist

Before you begin, a quick introduction.

My name is Sean Fitz-Henley, and I’m a qualified, regulated financial adviser working across the UK and the UAE.

Over the past 15 years, I’ve worked with private clients, business owners, and investors to help them understand, plan, and reduce their inheritance tax exposure.

This short assessment is designed to give you a clear, indicative view of your position.

All information provided is strictly private and confidential.

Find out your potential UK inheritance tax exposure in under 60 seconds

Most people underestimate this by hundreds of thousands. This quick assessment gives you a rough estimate of your exposure based on your assets and situation.

Are you married or in a civil partnership? *

This determines whether additional tax-free allowances may apply.

Do you have children or direct descendants? *

This may increase the tax-free allowance if assets are passed to family.

In how many of the last 20 tax years have you lived in the UK? *

This helps determine whether your worldwide assets may be included.

Where do you currently live? *

Your current residency may affect your overall tax exposure.

Are you planning to leave the UK or already living abroad? *

Future residency plans can impact your inheritance tax position.

Do you own your main residence? *

Owning a home may increase the tax-free allowance available.

What is the approximate value of your main residence (£)? *

Use the current market value before deducting any mortgage.

What is the outstanding mortgage on your main residence (£)? *

This reduces your net estate value.

Do you own any other residential properties? *

Includes rental, overseas, or investment property (even if held by a limited company)

How many other properties do you own? *

Enter the number of additional properties.

What is the total value of those properties (£)? *

Use combined market value.

What is the total outstanding mortgage across those properties (£)? *

This reduces total property value.

What is the value of your ISAs (£)?

Include all ISAs (including cash ISA)

What is the value of your investments or portfolios (£)? *

Include all non-ISA investments.

What is the value of your cash and savings (£)? *

Include all cash on deposit

What is the value of your pensions (£)? *

Included for planning due to future rule changes in 2027

What is the value of other assets (£)? *

Cars, art, jewellery, collectibles.

Do you own a business or shares in a business? *

Business assets may affect tax exposure.

What type of business is it? *

Operational/Trading Business

Investment Holding Company

Different types are taxed differently.

Are you the sole director and shareholder? *

Ownership structure matters.

Does the business own property? *

Property inside companies is treated differently.

What type of property does the company own? *

Different property types may have different tax treatment.

What is the approximate value of your business or shareholding (£)? *

Use the current estimated market value of your ownership.

Do you have any other unsecured debts or liabilities (£)? *

Include loans or liabilities that may reduce your estate value.

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First Name

Last Name

Email *

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