Whether your pensions will cover the retirement you want, and by how much they miss.
Work it out →Debts to clear, plus the income that would have to be replaced, less what is already in place.
Work it out →What your estate would pay as things stand, and which bands you can use.
Work it out →The same company profit paid into your pension, as salary or as a dividend, and what each route leaves you after tax.
Work it out →A relevant life premium paid by your company, against the company profit needed to pay the same premium yourself from a dividend or a salary.
Work it out →The tax on the gain from selling your shares, with Business Asset Disposal Relief at 18% up to the £1 million lifetime limit.
Work it out →Enter your pot, the income you want and a growth rate to see the age the pot runs out and the income tax on each year's withdrawal.
Work it out →Enter your pot and any lump sum allowance you have used to see your tax-free cash, and the income tax if you take the whole pot at once.
Work it out →Enter your estate and your pensions to compare the inheritance tax on a death before 6 April 2027 with a death on or after it.
Work it out →Enter what went into your pensions in 2023/24, 2024/25 and 2025/26 to see how much you can pay in during 2026/27.
Work it out →Enter your balance, both rates and the costs of switching to compare the monthly payments and see how long the saving takes to cover the costs.
Work it out →Enter your balance, rate and overpayment to see the interest saved, the new term and the month the mortgage would end.
Work it out →Eight questions on retirement, protection, savings, your mortgage, your estate and your day-to-day money give a first score. The other 17 complete the written report.
Start →Twenty statements about money that sort into four patterns, with a written report on the pattern your answers fit.
Start →The monthly repayment on a business loan, the interest over the term and the total you repay with the arrangement fee.
Work it out →Two loan offers side by side: the monthly payment, the total repaid with fees, and the difference in pounds.
Work it out →Your profit against all your loan repayments, new and existing, as the cover ratio a lender works out.
Work it out →The monthly payment on equipment or vehicle finance with a deposit and a balloon payment, and what the finance costs in total.
Work it out →The monthly repayment on a commercial mortgage, the loan to value and the total repaid with fees.
Work it out →The interest and fees on a bridging loan with interest rolled up, and what each extra month before the exit adds.
Work it out →The cash an invoice finance facility releases and its total cost for a year, with the service fee on turnover included.
Work it out →Converts a merchant cash advance factor rate into the total you repay and an approximate yearly cost.
Work it out →The days between paying for stock and being paid by customers, and the working capital that gap ties up.
Work it out →The monthly payment and total cost of funding a VAT or corporation tax bill over a few months.
Work it out →Your shareholding after an investment round, from the pre-money valuation, the amount raised and any new option pool.
Work it out →Your first call is with an Account Manager and is at no cost to you. Tell us what is on your mind: a pension you have lost track of, a fixed rate ending, a will you keep meaning to write.