Planning Tools

Planning Tools

Inheritance Tax Calculator

This useful calculator helps you get an idea of how much your inheritance tax liability may be.

The UK Domicile Test

Understanding the difference between non-resident and non-domiciled is critical. The quick test will give you an idea as to whether or not HMRC may deem you UK domiciled for tax purposes.

The UK Pension Transfer Test

Many people ask us if they can transfer their pension, this quick assessment can give you an idea as to whether your pension assets are transferable or not.

Critical Illness Calculator

How much critical illness cover do you need? Try this calculator to find out.

Retirement Pot Calculator

This retirement pot calculator shows you how much you need saved in order to receive you desired income in retirement.

Pension Calculator

The pension calculator helps you understand if you are on track for retirement and also factors in potential state benefits.

Stamp Duty Calculator

How much tax will you pay on a UK property purchase? Try this calculator to find out.

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If you would like to speak to one of our advisers, please get in touch today.

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