Financial 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

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Investors were buoyed by a better-than-expected jobs report and rising hope of US-China trade talks.
US jobs grow by more than expected despite tariff turmoil
Employers added 177,000 roles in April as the jobs market continues to prove resilient.