Helpful Calculators

Providing guidance and clarity through simple calculations

Our calculators are designed to assist with some of the common financial planning questions you may ask yourself when looking at your current financial situation. They will not provide advice or solutions, but they may help guide you in the right direction and provide you with questions for your financial adviser.

From calculating potential shortfalls in pension planning to looking at how inheritance tax may affect you in later life, these calculators are here to help.

Annual Pension Fund Growth (%)

Annual Inflation (%)

Average Annuity Rate (%)

Gross Monthly Premium (£)

Single Premium/Current Fund Value (£)

Your Age (Years)

Desired Retirement Age (Years)

Desired Retirement Income (£)

Your Results



Note: Annual Management charges, and New Investment charges are ignored.

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on.

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 2012/13 Tax Year.

If you would like more information, please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk

Coulsdon - 30/04/2019
Investment & Inheritance Tax Planning Seminar
0
0
0
0
Days
0
0
Hrs
0
0
Min
0
0
Sec

Invest time in our newsletter

Please tick this box to confirm you would like to be contacted by Wellesley Wealth Advisory via email regarding our weekly newsletter/bulletin which could include promotional material. You can unsubscribe at any time by contacting us.