Bringing Planning Calculators into One Place

This website provides various calculators that are designed to assist IFAs work more efficiently and effectively, as well as case studies demonstrating planning opportunities for clients who are in particular situations.  These calculators are easy to use whilst providing a simple explanation of the results shown through figures and/or charts.

To see a summary of the calculators available in each category, just click the appropriate  ‘Calculator Button’.  Alternatively, click this link ‘List’ for all details in one PDF document. For further information of each calculator click the appropriate link from the category drop down list at the top of the page.

To access the calculators and case studies please Sign Up for your one month’s free trial.