TaxPosition

Required fields

jurisdictioncalculatedAtgrossEstateValuedisclaimer

Fields

Field	Type	Description
availableExemptions	array[object]	Tax exemptions and reliefs that may reduce the taxable estate. Each entry describes one exemption, its value, and whether it has been applied
calculatedAt	string	ISO 8601 date-time when this tax position was computed
charitableGiftsAsPercentage	number	Charitable gifts as a percentage of the net estate value
charitableGiftsTotal	Money	Total value of all charitable gifts in this estate, in minor currency units
charitableReliefApplicable	boolean	Whether the estate qualifies for a reduced tax rate due to charitable giving (e.g. UK 36% IHT rate when 10%+ left to charity)
charitableReliefBasis	string	The basis for qualifying for charitable tax relief
charitableReliefJurisdiction	string	ISO 3166 code of the jurisdiction whose charitable relief rules apply
charitableReliefPercentage	number	The reduced tax rate applicable when charitable relief qualifies, as a percentage
disclaimer	string	A mandatory disclaimer stating that this is an estimate and not professional tax advice
effectiveRate	number	The effective tax rate as a percentage of the gross estate value
estimatedLiability	Money	The estimated tax due, in minor currency units. This is an estimate and should not be treated as a final liability
grossEstateValue	Money	Total gross value of the estate before deducting liabilities, in minor currency units
jurisdiction	string	ISO 3166-1 alpha-2 country code or ISO 3166-2 subdivision code identifying the tax jurisdiction
lifetimeTransfersInLookback	Money	Total value of lifetime transfers (gifts, settlements) made within the lookback period, in minor currency units
lookbackPeriod	string	The lookback period for lifetime transfers in this jurisdiction, expressed as a human-readable duration
netEstateValue	Money	Net estate value after deducting liabilities, in minor currency units
taxableEstate	Money	The estate value subject to tax after applying exemptions, in minor currency units
warnings	array[string]	Data gaps, simplifying assumptions, or other caveats that may affect the accuracy of this estimate