Gemini Wealth Management

deliver independent
professional,
unbiased
advice.

Tools and Calculators

Take a look at our range of online tools & calculators.

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Tools and Calculators

Inheritance Tax Calculator

This calculator works out your inheritance tax (IHT) liability. It may also show you the importance of financial planning such as making a will.

Your Estate is worth

     

House

£

 

Cash
eg. Your Bank, Building Society Accounts

£

 

Investment
eg. Shares, Funds, Premium Bonds

£

 

Other Assets*
eg. Car, Holiday Home, Boat

£

 

Life Insurance
eg. Your Term Assurance Payout

£

 

You Still Owe

     

Mortgage

£

 

Loans/Overdrafts

£

 

Credit Cards

£

 

Other Liabilities
eg. Bills, Hire Purchase, Funeral Expenses

£

 
     
     

RESULT

     

Your total assests:

£

 

Your liabilties:

£

 

Your estate is worth:

£

 

Tax-free allowance:

£

 

Your net worth:

£

 

Your inheritance tax bill:

£

 
     

*Assumptions

Gifts made within the last seven years are not included in the calculations but may be liable to IHT on a sliding scale. For a personalised illustration, please call us FREE on 0800 255 0123.

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Gemini Wealth Management Ltd is Authorised and regulated by the Financial Services Authority Registered in England & Wales No. 5919877 Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT The Financial Services Authority does not regulate tax and trust advice, will writing and some forms of buy to let mortgages. The guidance and/or advice contained in this website is subject to regulatory regime and is therefore restricted to consumers based in the UK.

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