Tax Planning Checklist

Net Worth Summary

Fill in your assets and liabilities below to find out your total net worth. Anything above £325,000 is subject to inheritance tax.

Assets
Main Residence
Other Properties
Bank Accounts and Cash ISAs
Shares and ISAs
Other Assets
TOTAL ASSETS

Liabilities
Mortgage
Other Loans
Credit Cards
Other Liabilities
TOTAL LIABILITIES

Net Worth
Net Worth
For advice and guidence on how to reduce your IHT liability, contact Paul Dell at paul.dell@raffingers.co.uk.
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