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Extra Help

Calculators

To help you determine more about your current or possibly your future financial position, we offer an extensive range of on-line calculators.

By entering some simple details they can help you understand which areas of financial planning you may need assistance with. They only take a short time to complete, so please choose one of the calculators available on this page. If you would like any further assistance then please contact us and we will be glad to help.

ISA Savings Calculator

Use our simple ISA calculator to see how much your ISA could be worth.

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Risk Reality Calculator

This will give you a rough idea of the chances of a certain events happening.

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Retirement Planning

This calculator is provide an indication of the monthly saving needed.

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Mortgage Calculator

Use our mortgage calculator to see how much you could potentially borrow.

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Inheritance Tax

Use this estimate how much Inheritance Tax (IHT) may be due on your estate.

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Life Assurance

If you have dependants and have debts that outweigh your assets.

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Key Person Protection

The unexpected departure of a key member can have adverse and far reaching consequences for any business.

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Share Purchase Calculator

Ensure the remaining members of the business and family of the deceased end up with what they want.

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Relevant Life Plan

A Relevant Life Plan is a way of providing a lump sum benefit on the death of an employee.

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