Trust IHT Charges

The Trust IHT Charges calculator will provide an indication of tax that will be due;

a. At the start when relevant property trust is set up (initial charge), or

b. If a withdrawal is made within the first 10 years, or

c. At the 10 yearly anniversary (periodic/principal charge), or

d. When funds are withdrawn after the first 10 yearly anniversary (exit charge).

The calculator will take into account payments/addition to additional trusts.

Also whether additional funds can be identified with