Would you like to give us some information about the trust and receive indicative charge dates and figures?
When you created the trust, were you domiciled in the UK or were any of the assets you put into the trust situated in the UK? For example, UK real estate.?
Not sure what your domicile was? Check out this article.
Please select yes or no
To the best of your recollection, when did you create the trust?
Please select a date
What is the approximate value of the assets in the trust?
*The transfer of assets into trust can also trigger inheritance tax implications. If you have added funds to this trust since you created the trust, then you can run this calculator again using the date the funds were added for the date when you created the trust.
Please enter a valid number
Do any of the assets in the trust qualify for Agricultural Property Relief or Business Property Relief at 100%? If yes, what is the value of those assets?
*For the sake of this calculator, we are assuming for Agricultural Property Relief that the agricultural value of the assets is the same as the open market value of the assets you have told us about. In reality, this is unlikely to be the case in most circumstances since agricultural values differ from open market values.
Please select yes or no
Please enter a valid number
Do any of the assets in the trust qualify for Agricultural Property Relief or Business Property Relief at 50%? If yes, what is the value of those assets?
*For the sake of this calculator, we are assuming for Agricultural Property Relief that the agricultural value of the assets is the same as the open market value of the assets you have told us about. In reality, this is unlikely to be the case in most circumstances since agricultural values differ from open market values.
Please select yes or no
Please enter a valid number
How much of the trust's nil rate band is currently available? If you're not sure, please put £325000.
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