Calculators & Tools


These calculators are for general illustrative purposes only and results may not represent an accurate future value upon which to base your financial plans. We recommend that you seek guidance from one of our financial advisers to make a plan tailored to your circumstances.



This calculator is based on our understanding of the current tax, which is subject to change in the future. Inheritance tax is complex and this calculation is designed to give you a basic assessment.

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"Money in Person" is a trading style of Medics Financial Services Limited who are Authorised and Regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 131216 at Registered in England and Wales No. 1723058 Registered Address: Tamworth Enterprise Centre, Corporation Street, Tamworth, B79 7DN