Investments & Pensions
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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.
Inheritance Tax Calculator
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.
Monitor your investments on the Scottish Widows platform.
| Indices | ||
| Value | Move | % |
| FTSE 100 | 8,596.35 | 99.55  | 1.17 |
| FTSE All Share | 4,652.38 | 50.04 | 1.09 |
| Currencies | ||
| Value | Move | % |
| Euro | ||
| 1.18 | -0.04  | 0.00 |
| United States Dollar | ||
| 1.33 | -0.01 | 0.00 |
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 04/05/2025 at 11:00 AM