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

Trump won the election on a platform of steep import taxes, including tariffs as high as 60% on China.
The US central bank cuts interest rates, as its chairman vows to stay on the job.
Interest rates were cut to 4.75% but the Bank expects inflation to creep higher after last week's Budget.
The Japanese car making giant has not yet said where in its global operations the job cuts will be made.
A number of major firms have warned over the impact of higher National Insurance costs.