Objective
Separate a net estate from hypothetical tax exposure and make the assumptions needing verification explicit.
Inheritance, Division & Property
Educational Inheritance Tax Estimate
Organise the net estate and test only explicit tax scenarios; the tool does not identify heirs or a final tax liability.
Exposure scenario
Net estate base
€300,000
Stated economic share
€300,000
Scenario taxable base
€0
Estimated tax
€0
Scope and limits
Portugal scenario applies only the simple 0% direct-family or 10% other-beneficiary distinction; it does not validate the relationship or taxable base.
How it works
- 1.Select a market independently from the page language.
- 2.Enter only confirmed assets, deductible debts and economic share.
- 3.Portugal uses a simple scenario; UK and US have explicit thresholds.
- 4.For Spain, Germany and France, enter only verified allowance and rate inputs.
National example
Portugal: a confirmed €280,000 share passing to a child produces €0 in the simple scenario; an other beneficiary produces €28,000 at 10%.
After mapping tax exposure, review the inherited-property economic division or or compare selling, holding and buying the share.
Frequently asked questions
Does this identify heirs?
No. Share and relationship are confirmed user inputs.
Why is there no automatic rate for Spain, Germany or France?
Personal circumstances and regional or progressive rules should not be inferred.
Does US include state estate tax?
No. It is a federal screening only.