Investments & Pensions

Find out more by clicking on a category below.

 

 

Value of all Homes (£)


Includes main residence, or proceeds thereof, left to direct descendants

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 independent tax advice.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Rates and allowances used in this calculator relate to the 2019/20 Tax Year.

Monitor your investments on the Zurich platform.
Indices
Value Move   %     
FTSE 100
5,454.57-217.39 -3.83 
FTSE All Share
2,991.12-116.30 -3.74 
Currencies
Value Move   %     
Euro
1.140.01 0.74 
United States Dollar
1.24-0.00 -0.34 
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 01/04/2020 at 07:02 PM

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