Tools
Use these tools for general guidance before booking a consultation.
Calculators
IHT Liability Estimate
Estimate a high-level inheritance tax exposure using a simplified estate snapshot.
Pension Projection
Project a potential pension pot based on current savings, contributions, and a simple growth assumption.
Investment Growth Projection
Estimate how your savings could grow over time with a lump sum and monthly contribution.
FIC Fit Check
A quick-fit check to understand whether a family investment company discussion may be relevant.
Business Succession Exposure Check
Estimate potential exposure if a business succession plan is delayed or underfunded.
UK Exposure Check
Estimate how much UK residency and cross-border complexity may affect your planning position.
Quizzes
How exposed is your estate to inheritance tax?
A quick assessment to understand your potential inheritance tax exposure based on your current estate situation.
Estate confidence check (2 minutes)
A quick 2-minute assessment to gauge how well-prepared your estate planning is and identify areas that may need attention.
International complexity check
Assess the complexity of your international tax and estate planning situation across multiple jurisdictions.
Wills & Estate Planning Check
A short quiz to highlight whether your will and estate planning foundations are in place.