Financial Calculators

We've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.

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

Indices
Value Move   %     
FTSE 100
8,280.63-1.89 stock arrow-0.02 stock arrow
FTSE All Share
4,527.244.07 stock arrow0.09 stock arrow
Currencies
Value Move   %     
Euro
1.200.00 stock arrow0.03 stock arrow
United States Dollar
1.310.00 stock arrow0.01 stock arrow
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 05/10/2024 at 01:00 PM