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.

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Indices
Value Move   %     
FTSE 100
7,277.7346.69 0.65 
FTSE All Share
3,981.6124.60 0.62 
Currencies
Value Move   %     
Euro
1.130.00 0.18 
United States Dollar
1.270.00 0.38 
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 24/05/2019 at 10:02 PM

Personal Finance

Watchdog the CMA confirmed that the bank had charged around 20,000 customers a total of £1.4million in unarranged overdraft fees without alerting them.
Portafina has again been asked by the Financial Ombudsman Service (FOS) to pay compensation to a client following unsuitable pension transfer advice.
Of all the taxes we have to pay, inheritance tax is perhaps the most hated, despite the fact only a minority of estates pay it. But if you are worried about IHT, it can be avoided.
A This is Money investigation has revealed a string of incorrect forecasts sent to people now facing a poorer retirement than they expected.
Tens of thousands of university leavers are risking wasting cash – in some cases over £20,000 – by voluntarily paying off their student loan even though they aren't earning enough to have to