PEM

Your future, our focus

Your team of accountants, tax and business advisors.

Begin Your Journey

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Tell us about your journey

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Your future,
our focus

Your team of accountants, tax
and business advisors.

Begin Your Journey
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How could the changes affect you?

Complete the below to see the estimated change in your inheritance tax exposure.

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(including main home)
Please enter a number greater than or equal to 0.
(e.g. stocks & shares etc.)
Please enter a number greater than or equal to 0.
(e.g. bank accounts & ISAs etc.)
Please enter a number greater than or equal to 0.
(including main home)
Please enter a number greater than or equal to 0.
(Total value of pensions)
Please enter a number greater than or equal to 0.
(e.g. unquoted shares & partnership interest etc.)
Please enter a number greater than or equal to 0.
(Total value of agricultural property)
Please enter a number greater than or equal to 0.
(e.g. loans, mortgages & overdrafts)
Please enter a number greater than or equal to 0.
Please note that the results produced by this calculator will be shared with us so that we can consider how best to assist you with your tax planning.*

Disclaimer for IHT calculator

This calculator provides an estimate of your inheritance tax exposure today compared to your exposure after the introduction of changes proposed in the government’s October budget. It is a general guide to estimate any increase in your exposure to inheritance tax.

It will not capture all your individual circumstances. It is not personal advice and should not be relied upon. Your inheritance tax exposure will depend on many factors including provisions made in your will, whether you are eligible for certain reliefs, and the type of assets you hold.

Calculating your inheritance tax position and undertaking planning is complex. Professional advice should always be sought before action is either taken or refrained from as a result of information provided.

If you experience any difficulties completing this form, please email pem@pem.co.uk

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About us Section

Our people are at the heart of the firm’s success. Together we have accumulated many years of experience and are able to bring our specialist skills to bear for your benefit.

Those who joined us more recently have benefitted from a training and development programme acknowledged as being one of the best in the industry. The thread that links us all is the passion, the drive and the confidence we all share to be the best.

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““Great company, I have been a client for more years than I can recall. Always helpful and super informative, whether its a business issue or a personal tax problem the Team at PEM always deliver. Special mention recently to Tarryn & Paige (Tax advisers) who helped sort out my personal tax expenses.””
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““Great company, I have been a client for more years than I can recall. Always helpful and super informative, whether its a business issue or a personal tax problem the Team at PEM always deliver. Special mention recently to Tarryn & Paige (Tax advisers) who helped sort out my personal tax expenses.””
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““Great company, I have been a client for more years than I can recall. Always helpful and super informative, whether its a business issue or a personal tax problem the Team at PEM always deliver. Special mention recently to Tarryn & Paige (Tax advisers) who helped sort out my personal tax expenses.””
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