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
7,094.98-33.20 -0.47 
FTSE All Share
3,898.58-14.36 -0.37 
Currencies
Value Move   %     
Euro
1.09-0.00 -0.01 
United States Dollar
1.230.00 0.02 
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 25/08/2019 at 06:31 AM

Personal Finance

Many more energy firms could go bust in the next few years and the fallout of these failures can create an administrative headache for customers.
Even if you think you've never had PPI it's vital you check - because the average payout is £3,000 and banks might have snuck it on
Nearly half of would-be expats said Brexit was making them reconsider when polled two weeks ago. That is compared to three quarters having having second thoughts in summer 2016.
With shares in Eddie Stobart - a key Equity Income holding - suspended on Friday as a result of accounting errors, the outlook for Woodford investors looks bleaker by the day
In some instances, the funds - all multi-billion pound vehicles a year ago - have shrunk in size by more than half as investors have liquidated their holdings and headed for pastures new.