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.

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage

The Financial Conduct Authority does not regulate on Estate Planning.


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 independent tax advice.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Rates and allowances used in this calculator relate to the 2019/20 Tax Year.

UK News

Boris Johnson makes a fresh appeal to MPs ahead of Saturday's knife-edge Commons vote on his Brexit deal.
Governor of the Bank of England says deal takes away the threat of a 'disorderly' Brexit.
The bacterium has infected at least 33 people in Essex, claiming 15 lives.
The biggest primary school academy trust is setting up food banks in its schools to feed families.
Fifty-eight guests fell ill after eating the contaminated meat at Vicki and Phil Kemp's reception.