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IHT Business Relief Calculator

Calculate IHT with Business Relief (100%/50%) under current rules AND the April 2026 reform (£1m allowance, AIM at 50%) — see the extra tax coming.

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Date verificate · iulie 2026

What qualifies for 100% Business Relief today?

A business or interest in a business, and unquoted shares — including AIM-listed shares — owned for at least 2 years at death.

Sursă: GOV.UK — Business Relief for IHT (gov.uk/business-relief-inheritance-tax); APR/BPR reform policy paper (Autumn Budget 2024). · actualizat 2026

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Totul despre IHT Business Relief Calculator

📋Prezentare+

Compares Inheritance Tax on business assets under both regimes: today's Business Relief (100% on unquoted businesses and AIM shares, 50% on controlling quoted stakes and business land) versus the announced April 2026 reform — 100% relief capped at a £1,000,000 allowance then 50%, with AIM shares at a flat 50% — quantifying the additional IHT and the planning window.

💡 Bune practici

  • The new charge can be paid over 10 years in interest-free instalments — but it is still real tax.
  • Lifetime gifts, trusts and insurance are being reviewed before April 2026 — the planning window is now.
  • The £1m allowance is per person and not transferable between spouses — structuring wills matters.

🔢 Exemplu concret

£3m unquoted business plus £500,000 of other assets: £70,000 of IHT today, but £470,000 from April 2026 (£1m at 100%, £2m at 50%) — £400,000 of additional tax.

📖Ghid de utilizare+

Cum se folosește acest calculator

  1. 1

    Enter the value of assets currently qualifying at 100% (unquoted business, shares).

  2. 2

    Enter AIM shares separately — they lose the £1m allowance in 2026.

  3. 3

    Add 50%-category assets, the rest of the estate and the nil rate band.

  4. 4

    Compare the IHT under both regimes and the extra charge from April 2026.

📚Glosar+
Business Relief (current)
100% IHT relief on a business, an interest in a business and unquoted shares (including AIM) owned 2+ years; 50% on controlling quoted holdings and land/buildings/machinery used by the business.
April 2026 reform
A combined £1,000,000 allowance (shared with Agricultural Relief) keeps 100% relief; above it relief halves to 50% — and AIM shares drop to 50% with no allowance at all.
ℹ️Surse și actualizări+
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Ultima actualizare a datelor

5 iulie 2026

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Surse și referințe

GOV.UK — Business Relief for IHT (gov.uk/business-relief-inheritance-tax); APR/BPR reform policy paper (Autumn Budget 2024).

Datele acestui calculator sunt actualizate periodic pentru a reflecta ultimele bareme oficiale. În caz de dubiu, consultați sursele oficiale menționate mai sus.

FAQ — IHT Business Relief Calculator

What qualifies for 100% Business Relief today?+

A business or interest in a business, and unquoted shares — including AIM-listed shares — owned for at least 2 years at death.

What changes in April 2026?+

100% relief is capped at a £1,000,000 combined allowance (with Agricultural Relief); the excess gets 50% relief — an effective 20% IHT rate. AIM shares get 50% with no allowance.

Can the new tax be spread?+

Yes — IHT on qualifying business assets can be paid in 10 equal annual instalments, interest-free under the reform proposals.

Calculatoare similare

IHT Business Relief Calculator 2026 — Calculator Gratuit — ActioFin