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.

Earnings (£)

Married Couples Allowance*

Blind Persons Allowance

Your Results

*Married Couples Allowance only applies to persons born before April 6th, 1935. This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on.

The Financial Conduct Authority does not regulate taxation advice

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