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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 (£)


Includes main residence, or proceeds thereof, left to direct descendants

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 2022/23 Tax Year.

UK News

The proportion of under-30s spending a third of their pay on rent is at a five-year high, data suggests.
Lee Byer is charged with the murder of 87-year-old Thomas O'Halloran who was stabbed in west London.
The government will increase its management of the city council after recent expensive errors.
An estimated 1.7 million people would test positive, according to the latest survey.
Dina Asher-Smith calls for more research into the effect of periods on performance after her menstrual cycle causes cramp in the European 100m final.