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 2024/25 Tax Year.

UK News

Shares in the US and Europe fall after the US president says trade talks with the EU are "going nowhere".
The move threatens significant volatility in the coming weeks, ahead of a crucial G7 summit in Canada next month.
M&S said earlier this week that the hackers got into systems via a third party - but did not say who that was.
A typical annual domestic energy bill will drop by £129 in July, the first fall in a year.
The American company agrees a deal to buy the Daily and Sunday Telegraph newspapers after a two-year ownership vacuum.