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Scenario A
Taxable estate: £750,000
Charitable donation: £0
Revised taxable estate: £750,000
Inheritance Tax @ 40%: £300,000
Available for family & friends:
£450,000

Scenario B
Taxable estate: £750,000
Charitable donation: £75,000
Revised taxable estate: £675,000
Inheritance Tax @ 36%: £243,000
Available for family & friends:
£432,000

We are grateful for whatever contribution you can make
For further advice call us on 020 8359 1146