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.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority do not regulate on tax planning, estate planning, inheritance tax planning and some buy to let mortgages

Please also note we do not store or see any of the information you input to these calculators.

Pensions Shortfall Calculator

Use this calculator to determine if there might be a shortfall in your pension fund when you retire.

Inheritance Tax Calculator

Our online IHT calculator will help you calculate any potential IHT liability.

Investment Calculator

Use this handy calculator to estimate how an investment or savings plan might perform.

Income Tax Calculator

Estimate your Income Tax liability, using our online calculator.

Mortgage Borrowing Calculator

Estimate the size of mortgage which may be available to you.

Mortgage Repayment Calculator

Calculate your mortgage repayments on a given mortgage amount for a specified interest rate.