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Financial Advisers

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 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 estate planning.

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


Use this handy tool to look at your income and expenditure and help you set a budget.
Estimate your Income Tax liability, using our online calculator.
Assess the impact of inflation on your savings over any term.
Our online IHT calculator will help you calculate any potential IHT liability.
Use this handy calculator to estimate how an investment or savings plan might perform.
Calculate your loan repayments on a given loan amount for a specified interest rate.
Estimate the size of mortgage which may be available to you.
Calculate your mortgage repayments on a given mortgage amount for a specified interest rate.
Use this calculator to determine if there might be a shortfall in your pension fund when you retire.