IHT Report
Pensions in the estate from April 2027 · free while in testing · figures stay in this browser
Your firm
Firm name
Adviser
Logo
Firm details and logo are remembered on this device. Client figures are not.
Client
Client name
Single or widowed
Couple
Estate at death
Home
Other assets, net of debts
Unused pensions
Chargeable gifts in last 7 years
Nil-rate band transferred from late spouse
%
Residence band transferred from late spouse
%
Dies at 75 or over
First to die
Name
Share of home
Other assets, net of debts
Unused pensions
Chargeable gifts in last 7 years
Survivor
Name
Share of home
Other assets, net of debts
Unused pensions
Chargeable gifts in last 7 years
Survivor dies at 75 or over
Beneficiaries
Home passes to children or grandchildren
Their income tax rate on inherited pension
0%
20%
40%
45%
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