How accurate is this Inheritance Tax (IHT) calculator?

This tool does not replace personalised advice or professional judgement.

Is this calculator suitable for regulated advice or client reports?

No - Final advice should always be confirmed using full fact-finds, up-to-date legislation, and professional review.

What does this IHT calculator include that others often don't?

The calculator includes comprehensive estate valuation, Business Relief modelling, multiple taxation period scenarios (Pre-April 2026, Post-April 2026, Post-April 2027), and co-branded client report generation.

Why haven't you included certain fields?

This tool is still evolving and focuses on the most common estate planning scenarios for financial advisers.

This tool is still evolving: how can I give feedback or request improvements?

Our goal is simple: to continuously improve the tool based on adviser feedback. You can give feedback through our feedback form.

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Generate a portfolio to share directly with your clients

The underlying portfolio data is updated monthly and is never stored on our website. We use the holdings data solely to generate the report. We also do not store any client data on our website or anywhere else - the client name is used only for generating the report.

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Resources and documents

Further information on the Funds

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Please find resources below about other planning options for your clients'

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KIID

Prospectus

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If you need assistance or have questions about generating reports, our team is here to help. Don’t hesitate to contact us directly.

Downing LLP does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Investments offered on this website carry a higher risk than many other types of investment and prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 545025). Registered in England No. OC341575. Registered Office: Downing, 10 Lower Thames Street, London, EC3R 6AF.

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