Enter details of your client’s investment, withdrawals and age – our tool will calculate the estimated discount and value of the gift. Remember, we can’t guarantee the discount.
Add this tool to your favourites and use it even when you’re not online.
To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips guide (PDF).
The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.