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).
Investment Bond Calculator
This calculator will allow you to calculate the chargeable gain upon encashment of up to 10 diffeent investment bonds
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.
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
Capital Gains Tax (CGT) Calculator
This calculator works out if you have incurred a capital gain, and the amount of the CGT liability faced.
'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.
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
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
Other Calculators
Critical Illnes 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
Mortgage Calculator
This calculator works out the costs for the monthly payments of a mortgage on both a 'repayment' and 'interest-only' basis.
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.
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.
