Calculators

Inheritance Tax Calculator

Our Inheritance Tax Calculator is designed to work out your potential inheritance tax (IHT) liability. Complete the information in the calculator to see how much your family could be liable to pay in inheritance tax to HMRC when you die.

Indicative Lifetime Mortgage Calculator

Our Indicative Lifetime Mortgage Tool will provide you with an indication of the total you could release from your property and is applicable for new customers only. It is only an indicative figure and does not constitute an illustration.

Pension Taxation Calculator

This tool is to help you understand your tax position in the current financial year when taking a one off payment from your pension. It is for illustration purposes only

Quick Income Calculator

Our quick income builder enables you to see the different levels of income your pension savings could deliver using combinations of cash withdrawals, guaranteed income for life (annuity) and flexible income (drawdown).

Longevity Calculator

Our Longevity Calculator can help give you an indication of how long you may live, based on your age and the quality of your health. It's based on complex data from the UK Pensions Industry* – but it's important to know that your results aren't set in stone – they are just an indication of how long you may live.

Junior ISA calculator

This calculator provides information on the amount you could save in to a Junior ISA, based on the monthly savings amount and the period of savings.

Mortgage Repayment Calculator

This calculator provides information on the cost per month and the total cost over the life of the mortgage (the term), for the amount you want to borrow.

Retirement Budget Planner

Our retirement budget calculator will help you to understand your income sources and expenditure throughout retirement, thereby identifying any shortfall in your income requirements.

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