About this guidance

Average completion time is 10 minutes.

You can use the calculator to work out

if a component of an estate qualifies for the reduced Inheritance Tax rate
the minimum charity donation for the component to qualify for the reduced Inheritance Tax rate

You will need to enter amounts from the component of the estate that you’re working out the calculation for.

A person’s estate for Inheritance Tax is made up of all the property to which they are beneficially entitled.

The parts of the property which they are beneficially entitled are described as components of the estate.

You can check and amend your answers before receiving your result.

Make sure you have all the information you need to complete the calculation.

Once complete, you can save or print the result for your records.