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Financial Planning Advice

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Financial Calculators

For illustration only we have a selection of useful calculators. We hope you find them useful but remember that the figures should not be used for making any financial decisions.

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

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

The Financial Conduct Authority does not regulate Estate and Tax Planning.

Pensions Shortfall Calculator

Calculate how much retirement income you might receive from saving in a personal, stakeholder or group personal pension.

Inheritance Tax Calculator

By gifting at least 10% of your net estate to charity a reduced rate of Inheritance Tax may be applicable. Use this calculator to work out whether an estate will be liable to pay inheritance tax.