Financial Calculators
Below are a number of
financial calculators designed to assist in various
financial need areas.
Please feel free to click on to
the appropriate button and enter the details as
instructed:
Investment Calculators
Savings & Investment Calculator
This calculator projects the
returns that you could receive from lump sum or
monthly savings within a savings/deposit account, or
an investment plan (such as and ISA, OEIC, Unit
Trust, Investment Trust or Investment Bond).
Launch the Savings & Investment Calculator
Investment Bond Calculator
This calculator will allow you to
calculate the chargeable gain upon encashment of up
to 10 diffeent investment bonds
Launch the Investment Bond Calculator
Pension Calculators
Personal Pension Calculator
The personal pension calculator
is a tool to help you calculate how much income you
might receive at retirement based upon the amounts
saved during your working life.
Launch the Personal Pension Calculator
Taxation Calculators
Inheritance Tax (IHT) Calculator
This calculator computes your
assets and liabilities, and takes into account any
'Potentially Exempt Transfers' (PETs) in order to
work out if your beneficiaries are faced with a
future Inheritance Tax liability
Launch the Inheritance Tax (IHT) Calculator
Capital Gains Tax (CGT)
Calculator
This calculator works out if you
have incurred a capital gain, and the amount of the
CGT liability faced.
Launch the Capital Gains Tax (CGT) Calculator
'Relevant Property' Trust
Periodic Charge (Anniversary Charge and Exit Charge)
calculator
This toolkit can be used to
calculate Anniversary and exit changes for 'relevant
property' trusts and can be used to simulate future
scenarios for 'what if' purposes.
Launch the 'Relevant Property' Trust Periodic Charge
(Anniversary Charge and Exit Charge) calculator
Defined Benefit (Final Salary)
Post A-Day Tax Free Cash Calculator
This calculator works out the
'new' maximum tax free lump sum available under
Defined Benefit Pension Schemes
Launch the Defined Benefit (Final Salary) Post A-Day
Tax Free Cash Calculator
Loan Calculators
Interest Rate & Compound
Interest Rate Calculator
Use this calculator to work out
Annual Percentage Rates (APRs), or perform
calculations relating to loans and interest rates
Launch the Interest Rate & Compound Interest Rate
Calculator
Other Calculators
Critical Illness Insurance Cover
Calculator
The purpose of this calculator is
to work out the level of critical illness cover for
an individual person or a couple
Launch the Critical Illness Insurance Cover
Calculator
Mortgage Calculator
This calculator works out the
costs for the monthly payments of a mortgage on
both a 'repayment' and 'interest-only' basis.
Launch the Mortgage Calculator
Life expectancy mortality
calculator
Use this tool to predict life
expectancy, then start countdown to your final days,
and when to spend all the money by.
Launch the Life expectancy mortality calculator
NB...These calculators are
available for your private use only, and are not
there to provide you with an indication of the
actual returns you will get from any
policy/investment. |
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