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 2018/19 Tax Year.

Personal Finance

The British public's expectations for inflation in a year's time have risen to a five-year high but fewer people expect an interest rate hike over the next 12 months, a Bank of England survey showed on Friday.
British house prices rose at their slowest pace in six years in the three months to November, mortgage lender Halifax said on Friday, the latest sign of weakness in the housing market as Brexit approaches.
Temporary staff in Britain had their biggest pay rises in more than a decade last month as the approach of Brexit made workers wary about changing jobs, leaving employers scrambling to fill positions, a survey of recruiters showed on Friday.
Institutional investors have grown more cautious about the outlook for British assets ahead of a key vote on Brexit in Parliament next week, according to a quarterly survey by State Street Corporation .
British house price growth picked up slightly this month from October's five-year low, but the future outlook remains depressed by an uncertain economy and a squeeze on household budgets, major mortgage lender Nationwide said on Friday.