This is always the first step. If you don’t know how much you’re worth, then you won’t know if you have a potential IHT liability.
All you need to do is complete the form below as best you can. Once you’ve done this, it will calculate if you have a potential IHT liability, and how much this would be.
Why choose AEGON?
We combine an in-depth understanding of the UK investments industry with the financial stability of an internationally renowned company.
Next steps
If you would like more information you should talk to a financial adviser.
AEGON customers
View and manage your accounts online.
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