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

Most people underestimate this by hundreds of thousands.

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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 and should not be relied upon as financial advice.

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.

Your information is private and confidential.

This assessment is used purely to help you understand your position and explore planning opportunities.

This helps us understand your wider tax and estate planning position.
Use the combined market value before mortgages.
This reduces your net property value.
Include all Stocks & Shares and Cash ISAs.
Include general investment accounts, trading and managed portfolios including private banks.
Include all bank balances and savings accounts.
Included for planning context (From 2027)
Include art, cars, jewellery, collectibles.
Business ownership can affect planning options.
Different business types can be treated differently.
Ownership structure may affect planning options.
Property held inside a company may affect the planning analysis.
Different property types may be treated differently.
Use the current estimated market value.
Include loans, mortgages, or other liabilities within the company.
Include loans, credit cards, or personal liabilities.

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