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
If you are trying to build or protect a retirement nest egg, it can feel like your savings are endlessly under siege.
So-called income funds do not aim to shoot the lights out with growth - where your capital increases each year - but instead try to pay a regular and reliable sum to their investors.
How to get your Isa to pay you a £12,000 a year tax-free income
15/03/2026 10:22 AM
Before the war, the Bank of England had hoped inflation would fall back to its 2 per cent target - mainly because the energy price cap shielding domestic users drops next month.
Iran conflict incinerates inflation forecasts: Traders now bet on interest rate hike
15/03/2026 09:34 AM