Hazel
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Assessment
Inspiration
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Step 3 of 3
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Step 3
Tell us a bit about your finances
We use this information to estimate your potential inheritance tax liability
1) Do you own your home?
Yes I/we own the home we live in
No, I/we rent the home we live in
2) How much is your main home worth?
under £250k
£250k - £500k
£500k-£750k
£750k-£1m
£1m - £1.5m
£1.5m - £2m
£2m - £3m
£2m - £5m
£5m+
3) How much is the rest of your estate worth (e.g. savings, investments)?
under £50k
£50k - £100k
£100k - £250k
£250k - £500k
£500k - £750k
£750k - £1m
£1m - £1.5m
£1.5m - £2m
£2m - £3m
£2m - £5m
£5m+
4) Are you already drawing down on your pension?
No
Yes
5) Is your regular income significantly larger than your living expenses?
No
Yes
6) Are you planning to move home?
No
Yes
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