Working out the tax

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Services

• How to value an estate for Inheritance Tax and report its value

  Value the estate of someone who's died so that you can get probate: work out if tax is due, check how to report the estate's value, complete the correct form.

• Inheritance Tax reduced rate calculator

  Work out how much to give to charity in a will to qualify for the reduced rate of Inheritance Tax.

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Guidance and regulation

• Work out Inheritance Tax due on gifts
  • Detailed guide
  • 3 December 2021
  • HM Revenue & Customs
• Report the value of the estate to HMRC for Inheritance Tax
  • Detailed guide
  • 9 February 2022
  • HM Revenue & Customs
• Valuing stocks and shares for Inheritance Tax
  • Detailed guide
  • 1 February 2022
  • HM Revenue & Customs
• Inheritance Tax grossing up calculator
  • Guidance
  • 26 May 2017
  • HM Revenue & Customs
• Inheritance Tax guaranteed annuity calculator
  • Guidance
  • 11 November 2012
  • HM Revenue & Customs

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Policy papers and consultations

• Inheritance Tax: Reduced reporting requirements
  • 29 October 2021
  • HM Revenue & Customs
  • Policy paper
• Inheritance Tax nil rate band and residence nil rate band thresholds from 6 April 2021
  • 3 March 2021
  • HM Revenue & Customs
  • Policy paper

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Organisations

• HM Revenue & Customs