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

Most investment scams start with a cold call. You'll miss approximately zero opportunities if you just hang up.
The Bank of England’s Monetary Policy Committee has voted unanimously to hold its key interest rate at 0.1%
Savers looking to open a new ISA will find that there has not been a lot of movement at the top of the ISA charts this week. As such, all of last week’s top rates have remained available this week
A complete review of Perfect Pet Insurance including the policies it offers, the cost of cover and how to make a claim.