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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Calculators

We've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.

Please also note we do not store or see any of the information you input to these calculators.

Value of all Homes (£)

Value of Investments (£)

Value of Art, Antiques etc. (£)

Value of Life Insurance (£)

Value of loans owed TO you (£)

Value of Business Assets (£)

Less: Debts owed BY you (£)

Your Results

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on. It is recommended that you seek tax advice.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Rates and allowances used in this calculator relate to the 2025/26 Tax Year.

UK News

Google boss warns 'no company is going to be immune' if AI bubble bursts
Speaking exclusively to BBC News, CEO Sundar Pichai said the artificial intelligence boom had been an "extraordinary moment", but there was some "irrationality" in it.
Don't blindly trust what AI tells you, says Google's Sundar Pichai
Sundar Pichai candidly acknowledged concerns about inaccurate answers generated by Google's models.
Eight firms under investigation over online pricing
The Competition and Markets Authority is taking the action following a review of online pricing and sales practices.
UK bank customer protection rises to £120,000
Customers will see a significant increase in the amount of money protected if their bank collapses.
Reselling tickets above face value set to be banned by government
Ministers are expected to announce the plan to tackle touts and resale sites offering tickets at several times face value.
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