This page contains various resources and downloads which are free for you to use.

Currently we have the latest Budget summary, assorted tax tables and a selection of online financial calculators.

Latest Budget Summary

This is a summary of the latest Budget from the Chancellor.

Financial Calculators

Here you’ll find calculators for mortgages, inheritance tax, monthly and lump sum savings, school fees and pensions.

Please note, the following calculators are examples only and do not constitute financial advice. You should not base any decisions on the information they provide. You should always consult your financial adviser before making any important financial decisions. The value of any investment can go down as well as up and is never guaranteed.

Mortgage Calculator

Mortgage Amount (£)
Repayment Period (yrs)
Interest Rate (%)
Monthly Repayments (£)
Interest Charged (£)
Total Cost (£)

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Inheritance Tax Calculator

Your Estate Is Worth
House (£)
Cash & Savings (£)
Investments (£)
Other Assets (£)
Life Assurance Payout (£)
You Still Owe
Mortgage (£)
Loans & Overdrafts (£)
Credit Cards (£)
Other Liabilities (£)
Your Total Assets (£)
Your Liabilities (£)
Your Estate Is Worth (£)
Tax Free Allowance (£)
Taxable Estate Value (£)
Inheritance Tax Due (£)

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Monthly Savings Calculator

Monthly Payment (£)
Investment Period (yrs)
Annual Growth Rate (%)
Value of Savings (£)

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Lump Sum Savings Calculator

Initial Lump Sum (£)
Investment Period (yrs)
Annual Growth Rate (%)
Value of Savings (£)

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School Fees Calculator

Annual School Fees (£)
Annual Rate of Increase (%)
Length of Education (yrs)
Years Until Education (yrs)
Total Cost of Education(£)
Monthly Payments (£)

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Pension Calculator

Age Now (yrs)
Age of Retirement (yrs)
Current Annual Salary (£)
Salary Needed for Retirement (%)
Lump Sum Investment (£)
Estimated Annual Income (£)
Estimated Fund Required (£)
Gross Monthly Payment (£)
Net Monthly Payment (£)

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