Calculators

To help you determine more about your current or future financial position, we offer an extensive range of online calculators.

By entering some simple details they can help you understand which areas of financial planning you may need help with. They only take a short time to complete and are listed below:

Inheritance Tax calculator

Have you ever tried to estimate how much IHT is liable on your estate?

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Retirement planning calculator

Calculate how much you may need to save to fund the gap in your income at retirement.

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Risk reality calculator

Use this reality calculator to calculate the risk of death, suffering a critical illness or being unable to work.

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Mortgage calculator

Use our simple mortgage calculator to see how much you could potentially borrow.

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ISA calculator

Use this simple ISA calculator to see how much your ISA could be worth.

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Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.

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