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.

Are you married or in a civil partnership? *

Yes

No

This affects your available tax-free allowance.

Do you have children or direct descendants? *

Yes

No

This determines eligibility for additional allowances.

What country do you currently live in? *

This helps us understand your wider tax and estate planning position.

In how many of the last 20 tax years have you been UK tax resident? *

This helps assess whether your wider estate may fall into scope.

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

Yes

No

Future residency can affect long-term inheritance tax planning.

If relevant, where are you moving to or currently based?

Only complete this if you are already abroad or planning to leave the UK.

Do you own your main residence? *

Yes

No

Owning a main home may affect the allowance available to your estate.

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

Use the current market value before any mortgage is deducted.

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

This reduces the net value of your estate.

Do you own any other properties? *

Yes

No

Include buy-to-let, overseas, holiday, and investment properties.

How many other properties do you own? *

Enter the total number of additional properties you own.

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

Use the combined market value before mortgages.

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

This reduces your net property value.

What is the value of your ISAs (£)? *

Include all Stocks & Shares and Cash ISAs.

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

Include general investment accounts, trading and managed portfolios including private banks.

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

Include all bank balances and savings accounts.

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

Included for planning context (From 2027)

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

Include art, cars, jewellery, collectibles.

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

Yes

No

Business ownership can affect planning options.

What type of business is it? *

Operational/Trading Business

Property/Investment Company

Investment Holding Company

Not sure

Different business types can be treated differently.

Are you the sole director and shareholder? *

Yes

No

Ownership structure may affect planning options.

Does the business own property or land? *

Yes

No

Property held inside a company may affect the planning analysis.

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

Use the current estimated market value.

What is the total outstanding debt or liabilities within the business/if any against your shares (£)?

Include loans, mortgages, or other liabilities within the company.

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

Include loans, credit cards, or personal liabilities.

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First Name

Last Name

Email *

Phone *

By submitting your details, you agree to be contacted by Built By Fitz regarding your enquiry and your estimated inheritance tax position.

This may include follow-up via phone call or email to arrange your complimentary consultation or provide relevant information.

We do not send unsolicited marketing communications. Your details will be handled securely and will never be shared with third parties.

You can request to be removed from all communications at any time.