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 (£)

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 2025/26 Tax Year.

UK News

Chancellor tells the financial industry to change the narrative around consumer investment to encourage growth.
Trump says the US will lower its tariffs threatened on goods from Indonesia to 19% from a planned 32%.
Banks will send savers details of possible investments and an ad campaign will raise awareness, the Treasury says.
The company's future remains uncertain as it posts losses of £1.65bn for the year to March.
Energy and housing costs were the major drivers of inflation, but consumers are starting to feel the impact of tariffs on basic goods.