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Tel: 0151 677 0467

Email: paul@brookdaleifp.co.uk

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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Calculators

We've provided a selection of useful calculators below.  Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.

Please also note we do not store or see any of the information you input to these calculators.


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 2017/18 Tax Year.

To use this calculator, please visit our site on a device with a larger screen size.
Indices
Value Move   %     
FTSE 100
7,542.8726.70 0.36 
FTSE All Share
4,140.6116.16 0.39 
Biggest Movers
Value Move   %     
Spire Healthcare Group
250.5019.80 8.58 
Nostrum Oil & Gas
391.80-13.20 -3.26 
Currencies
Value Move   %     
Euro
1.12-0.00 -0.22 
United States Dollar
1.320.00 0.07 
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 18/10/2017 at 08:57 PM