Investments & Pensions

Find out more by clicking on a category below.

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved.

Pension Planning

Here, we explain why pension planning is so important, and describe some of the options available to you.

At Retirement

It can be difficult to understand your options at retirement. In this section, we have explained some common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.

Value of all Homes (£)

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 tax advice.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Rates and allowances used in this calculator relate to the 2024/25 Tax Year.