We have upgraded our tools & calculators to be used across a variety of devices. They are more user friendly and can also be used offline without an internet connection.
Please be aware that these tools are for the use of Financial Advisers and not approved for use with clients. Please ensure that you are using the latest version of this tool.
From simple scenarios through to full retirement planning: a variety of optional inputs makes the model bespoke for each client.
Our Annual Allowance calculator allows you to input the details of your client's previous and expected contributions to their pension arrangements.
This modeller has been developed to help you answer those retirement income questions that clients may have.
This tool helps you compare the tax, national insurance and pension position for a client before and after an exchange of salary.
This calculator is designed to provide a basic indication of a potential inheritance tax liability on either a discretionary gift trust; a discretionary discounted gift trust; or a discretionary loan trust.
This calculator is designed to give a general demonstration of the comparative returns from collectives and bonds. The calculator compares the returns from on-shore bonds, off-shore bonds and collective investments such as unit trusts and open-ended investment companies (OEICs).
This can be used to find out the monthly gilt yield and impact of this on the amount of income that can be taken from income drawdown as well as seeing historic gilt yields in a chart and table format.
This calculator shows the effect, in money terms, of the preferential terms available for any funds chosen from the Available Funds List. It calculates the total initial saving, based on the discounted initial charge for each fund. It also calculates the average AMC, taking into account the percentage of the total investment put into each fund.
This calculator allows you to demonstrate fund value over specified number of years using various growth inputs. The goal based option allows you to input what the savings goal figure is, and how long it takes to achieve it.
The Discounted Gift Trust - discount calculator allows the client to put a lump sum into trust for their beneficiaries, while retaining the right to a regular payment. The calculator will provide an estimate of the discount based on the information entered.
Our tools and calculators are clear and easy to use with rich functionality providing even more options. You can adjust your calculations to suit, with upgraded charts and graphs bringing figures to life.
By using state of the art web technology, our tools and calculators ensure maximum compatibility across a wide range of browsers and devices.
You can now work just as well offline as online. Perfect for when you don’t have internet access. Offline capability depends on your version of web browser - the later, the better!
Our print friendly option provides a clear copy of your calculations to store for later use.
*You’ll need to have a PDF print driver installed. Please refer to our handy hints and tips guide for more information.