Investor calculator

See what your investment could mean for your estate.

A quick, personalised look at how a Business Relief investment could grow, and how much Inheritance Tax it could save your family after two years.

Your investment

Amount to invest £ Your age Total value of your estate £

Marital status

Residence nil-rate band

Where to send your copy

Your name Email copy sent here

This is a marketing illustration, not advice. Capital is at risk and you may get back less than you invest. Business Relief qualification depends on individual circumstances and on the investment continuing to qualify; tax treatment may change.

When you see your illustration, Freyr keeps a record of the details you've entered and the figures shown, so we can follow up with you and for our regulatory records.

Potential Inheritance Tax saved

Once your investment has qualified for Business Relief — held two years and at death — this could pass to your family instead of HMRC, based on your estate and the allowances available to it.

Value in ten years Presumed at 6.5% growth

Original investment

Total benefit to estate

Your estate

Allowances (NRB + RNRB)

IHT without this investment

IHT with Business Relief

Your investment over time

With Freyr — passes to family in full

Without planning — after Inheritance Tax

At year

With Freyr

Without planning

The difference

* With Freyr assumes your grows at 6.5% a year net of fees, and qualifies for Business Relief after being held for two years and still held at death, so it passes to your family free of Inheritance Tax in full.

** Without planning assumes your is kept with no growth and has 40% Inheritance Tax taken on death. It assumes your estate is already above its tax-free allowances.

6.5% is Freyr's target return, not a guarantee. Capital is at risk, and Business Relief depends on your circumstances and the investment continuing to qualify.

Try a different amount

£25,000 £2,000,000

Take a copy with you.

A branded PDF of your illustration to keep.

Illustrative only and not advice. Business Relief qualification depends on individual circumstances and current legislation. Capital at risk — the value of investments can fall as well as rise.