SMP FinancialPortal

Planning tool

Inheritance Tax (CAT) Exposure Estimator

Estimate the Capital Acquisitions Tax your beneficiaries could face on an inheritance, using current Revenue group thresholds and rate.

Total value of property, investments, pension residual and other assets.

Beneficiaries

Add each beneficiary and the share of the estate they receive. Shares must total 100%.

  • Beneficiary 1

Total: 100%