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 independent tax advice.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Rates and allowances used in this calculator relate to the 2021/22 Tax Year.

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?