This site contains many useful Online Financial Calculators for different aspects of personal financial planning.
- bondCALC - Investment Bond Tax App for multiple encashments and complicated scenarios
- Budget Planner (Link to Debt Advice Foundation Website)
- Capital Gains Tax (CGT) Calculator
- Carry Forward Pension Calculator
- Countdown to Death - How long do you have left to live ? Life Expectancy Mortality Calculator
- Critical Illness Insurance Cover Calculator
- Common Weights and Measures Calculator
- Debt Analyser (Link to Debt Advice Foundation Website)
- Defined Benefit (Final Salary) Post 'A-Day' Tax Free Cash Calculator
- Defined Contribution (Money Purchase) Occupational Pension Scheme Post 'A-Day' Tax Free Cash Calculator
- Endowment Shortfall Calculator
- Flexi-Access Drawdown Calculator
- Flexi-Access Drawdown Tax Calculator
- Inheritance Tax Calculator
- Interest Rate and Compound Interest Calculator / Solver
- Investment / Savings Calculator
- Investment Bond Chargeable Events (Top-Slicing) Calculator
- Investment Bond Withdrawal Simulator
- Investment Yield (Growth Rate) Calculator
- Life Insurance Cover Calculator
- National Lottery Random Number Generator
- National Lottery Analyser / Prediction Tool
- Mortgage Calculator
- Pension Calculator
- Post 2024 Tax-Free Lump Sum and Death Benefits Reduction Calculator
- Pension Fund Withdrawal (Capped Drawdown) GAD Calculator
- Pension Fund Withdrawal (Drawdown Pension) Simulator
- Personal Pension vs Self-Invested Personal Pension (SIPP) Charges Calculator
- Premium Bond Investment Return Calculator
- Retirement Annuity Tax Free Cash Calculator
- 'Relevant Property Trust' Periodic Charge Calculator / Toolkit
- Restriction of Personal Allowance (for high earners) Calculator
- Self-Invested Personal Pension (SIPP) Property Purchase Calculator
- Statutory Redundancy Payment Calculator
- Tapered Annual Allowance Pension Calculator
- Triviality (cashing in small pension plans) Calculator
- Warrant / Subscription Share Calculation Toolkit & Warrant Analysis Spreadsheet
Some of these tools are of a more specialised nature, therefore more geared towards use by professional advisors.
Click on the 'calculators' link to view the list of calculators by category. Please note: the information and tools contained in this website are of a generic nature. No recommendations are made with regard to the suitability of any financial product or course of action. If in doubt, seek professional financial advice.
Recent Financial Topics
Bosses and experts say Labour's national insurance hikes and wage policies are to blame for rising joblessness - with young people the worst hit.
Labour urged to rethink plans to hike the minimum wage as youth unemployment soars
04/03/2026 02:37 PM
Rachel Reeves could be forced to hike taxes even more, despite warnings that increases are already threatening to damage growth.
Taxes set to rise again as war in Middle East wipes out Chancellor's headroom
04/03/2026 02:35 PM
Rachel Reeves, pictured, used her Spring Statement this week to trumpet an increase in living standards over the course of the current Parliament.
Reeves' claim that we're all £1,000 better off unravels (but not if you're on benefits)
04/03/2026 02:34 PM