Calculators
Plan with clear illustrations
Use our calculators to explore scenarios and start a conversation about your next steps.
IHT Liability Estimate
Estimate a high-level inheritance tax exposure using a simplified estate snapshot. Understanding your potential inheritance tax liability is the first step in effective estate planning. Our IHT liability calculator provides a simplif...
Pension Projection
Project a potential pension pot based on current savings, contributions, and a simple growth assumption. Planning for retirement requires understanding how your pension pot may grow over time. Our pension projection calculator helps UK residents estimate ...
Investment Growth Projection
Estimate how your savings could grow over time with a lump sum and monthly contribution. Understanding how your investments may grow over time helps inform your financial planning decisions. Our investment growth projection calculator prov...
FIC Fit Check
A quick-fit check to understand whether a family investment company discussion may be relevant. Family investment companies (FICs) can be powerful tools for estate planning and asset protection. This fit check helps UK high-net-worth individuals ...
Business Succession Exposure Check
Estimate potential exposure if a business succession plan is delayed or underfunded. Business succession planning is critical for protecting the value you've built. This calculator helps UK business owners estimate potential exposure i...
UK Exposure Check
Estimate how much UK residency and cross-border complexity may affect your planning position. For individuals with international connections, understanding UK tax and residency exposure is essential. This check helps assess your UK connections ...