Estate 税額とinheritance 税額 calculator

Estate taxとinheritance tax calculatorの使い方

何を計算するか、いつ使うか

Estimates US federal estate taxまたはUK inheritance tax on an estate after debts、spouse、charity gifts、allowances、exemptions.

使い方の手順

1. Choose the UKまたはthe US.
2. Enter the estate 値、debts、funeral costs.
3. Enter whatはleft〜a spouseまたはcivil partnerですと終了 charity.
4. For the UK、enter the home left〜childrenまたはgrandchildren,、tick the 箱 if unused allowances transfer 開始 a late spouse.

各入力項目の意味

• Left〜a spouse – Exempt 開始 both taxes (a UK domicile condition applies).
• ホーム left〜descendants – Qualifies個でthe UK residence nil-rate band.
• Unused allowances – Doubles the UK nil-rate bands.

結果の読み方

• 税額 – The estimated 税額 due.
• Allowances used – Nil-rate bandとresidence nil-rate band.
• Left〜heirs – The estate after 税額とcharity gifts.

計算式

the net estate goes〜charity. US: tax = 40% × (taxable estate − 15,000,000 exclusion).のUK: tax = 40% × (estate − debts − spouse − charity − nil-rate band 325,000 − residence nil-rate band up〜175,000). The residence bandはreduced by 1です個でevery 2 the estateはover 2,000,000. Taxは36% if at least 10ですです%

計算例

900,000 with a 400,000 home left〜children has a 325,000 nil-rate band A UK estateとa 175,000 residence band. The taxable estateは400,000ですとthe taxは160,000, leaving 740,000.です

前提と限界

• the last sevenのGifts年、trusts, ビジネス、agricultural reliefとforeign assets are excluded.
• US federal only. Some states charge their own estateまたはinheritance taxes.
• UK bands are frozen 空き終了 2030、とchanges〜pensions、reliefs are planned.

よくある間違い

• Forgetting the ホーム must pass〜direct descendants〜claim the residence nil-rate band.
• Ignoring that the US exclusionとdifferent ways.のUK bands transfer between spouses

よくある質問

Dated rules: UK tax year 2026から2027（6 April 2026から5 April 2027）、開始 GOV.UK. Rates、thresholds change each year、so check GOV.UK before relying on a figure. Dated rules: US federal figures個でtax year 2026 (IRS Rev. Proc. 2025-32、IRS notices). These calculators are estimates個でplanning, not tax advice.

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