Estate Imposta e inheritance Imposta calculator
Estimate US federal estate tax o UK inheritance tax on an estate, with exemptions, allowances e charity gifts.
Informazioni su Estate tax e inheritance tax calculator
Estimate US federal estate tax o UK inheritance tax on an estate, with exemptions, allowances e charity gifts.
Fa parte della sezione «Tasse e stipendio» di SmartCalcy. Funziona nel tuo browser senza account, usa la tua valuta e le tue unità (modificabili in cima alla pagina) e fornisce stime solo a scopo informativo, quindi verifica le indicazioni ufficiali prima di fidarti di un risultato.
Come usare il Estate tax e inheritance tax calculator
Cosa calcola e quando usarlo
Estimates US federal estate tax o UK inheritance tax on an estate after debts, spouse e charity gifts, allowances e exemptions.
Come si usa, passo dopo passo
- Choose the UK o the US.
- Enter the estate Valore, debts e funeral costs.
- Enter what è left a a spouse o civil partner e A charity.
- For the UK, enter the home left a children o grandchildren, e tick the scatola if unused allowances transfer dalle a late spouse.
Cosa significa ogni dato
- Left a a spouse – Exempt dalle both taxes (a UK domicile condition applies).
- Home left a descendants – Qualifies per the UK residence nil-rate band.
- Unused allowances – Doubles the UK nil-rate bands.
Come leggere i risultati
- Imposta – The estimated Imposta due.
- Allowances used – Nil-rate band e residence nil-rate band.
- Left a heirs – The estate dopo Imposta e charity gifts.
La formula
UK: tax = 40% × (estate − debts − spouse − charity − nil-rate band 325,000 − residence nil-rate band up a 175,000). The residence band è reduced by 1 per every 2 the estate è over 2,000,000. Tax è 36% if at least 10% di the net estate goes a charity. US: tax = 40% × (taxable estate − 15,000,000 exclusion).
Un esempio pratico
A UK estate di 900,000 with a 400,000 home left a children has a 325,000 nil-rate band e a 175,000 residence band. The taxable estate è 400,000 e the tax è 160,000, leaving 740,000.
Ipotesi e limiti
- Gifts a the last seven anni, trusts, business e agricultural relief e foreign assets are excluded.
- US federal only. Some states charge their own estate o inheritance taxes.
- UK bands are frozen fino al 2030, e changes a pensions e reliefs are planned.
Errori comuni
- Forgetting the home must pass a direct descendants a claim the residence nil-rate band.
- Ignoring that the US exclusion e UK bands transfer between spouses a different ways.
Domande frequenti
Is the charity Tasso 36% on all di it?
It applies a the taxable part di the estate if the charity share meets the 10% test. The test here è a simplification.
Dated rules: UK tax year 2026 in 2027 (6 April 2026 in 5 April 2027), dalle GOV.UK. Rates e thresholds change each year, so check GOV.UK before relying on a figure. Dated rules: US federal figures per tax year 2026 (IRS Rev. Proc. 2025-32 e IRS notices). These calculators are estimates per planning, not tax advice.
Strumenti correlati
Dettagli
- Estate dopo debts
- £900,000
- Left a spouse (exempt)
- £0
- Left a charity (exempt)
- £0
- Nil-rate band
- £325,000
- Residence nil-rate band
- £175,000applies when the home passes a direct descendants
- Taxable estate
- £400,000
- Left a heirs dopo Imposta
- £740,000