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.


Use this handy tool to look at your income and expenditure and help you set a budget.
Estimate your Income Tax liability, using our online calculator.
Assess the impact of inflation on your savings over any term.
Our online IHT calculator will help you calculate any potential IHT liability.
Use this handy calculator to estimate how an investment or savings plan might perform.
Calculate your mortgage repayments on a given mortgage amount for a specified interest rate.
Use this calculator to determine if there might be a shortfall in your pension fund when you retire.

Personal Finance

In our How I Manage My Money series we aim to find out how people in the UK are spending, saving and investing money to meet their costs and achieve their goals
My seven-year FIRE journey condensed into a single post: from first steps through dark nights of the soul to living the dream.
Retirees are in for a £2.9bn payout from the Government after years of being underpaid
From April 2028, the earliest age at which you can take money from your pension savings will rise to 57. It's vital that you understand the detail of this change and act accordingly.
Survey after survey makes it clear the majority of Brits do not trust financial advisers. So, who do they trust when making major decisions about money?