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Financial Calculators

For illustration only we have a selection of useful calculators. We hope you find them useful but remember that the figures should not be used for making any financial decisions.

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

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

Lifestyle Planner

Retirement and Lifestyle Planner

Use this calculator to find out your retirement income. Answer a few questions to get your free retirement report.

Salary Calculator

Salary Calculator

A quick and easy way to calculate your monthly mortgage payments. Simply enter the amount you wish to borrow, the interest rate and the term over which you intend to pay it off.

IHT Calculator

Inheritance Tax Calculator

By gifting at least 10% of your net estate to charity a reduced rate of Inheritance Tax may be applicable. Use this calculator to work out whether an estate will be liable to pay inheritance tax.

Value Estate

Estate Value

How to value an estate for Inheritance Tax and report its value.

Mortgage Repayment Calculator

Mortgage Repayment Calculator

Find out how much your monthly mortgage payments could be. This can help you work out how much you could afford to borrow. The figures are only a guide to what you might pay.

Loan Repayment Calculator

Loan Repayment Calculator

Use this calculator to help you work out how long it will take to repay your loan or how much you will need to repay each month.





Managing Investments

Income is a priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation in both the short and long term.

Inheritance Tax Mitigation

It's important to make sure you aren't paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.

Pensions and Retirement

I need some good mortgage advice when considering which mortgage is best for me. I would like someone to explain the various interest rate options that are most likely to suit my needs.

Family Protection

I would like to secure my family's financial future and pass on any of my remaining wealth. I need help with protecting my assets whilst still leaving provision for a comfortable retirement.