Calculators
Helping you ‘do the maths’ to achieve your financial goals, model different scenarios, and see the potential impact of small changes to your plans. Please note, to use our calculators you need to be logged in to clarityONLINE - it’s free to use, you just need to provide some basic details to set up your account.
Investment Calculator
The investment calculator covers 2 topics, firstly calculating the projected fund balance at the end of a savings term. Alternatively you can calculate the savings required to meet a specific fund value at the end of your savings term. Best used in conjunction with the budgeting calculator. If you are considering giving investments away as a gift we also suggest you review the inheritance tax calculator.
Education Fees Calculator
Our education fees calculator allows you to calculate how much you would need to save, over what period in order to cover your child or children’s education costs. This could apply to private school education, college or university.
Inheritance Tax (IHT) Calculator
The inheritance tax calculator should be used as a guide to help you understand what your inheritance tax exposure could be today. Based on the inputted data it will calculate your assets against your liabilities, it will take any pertinent personal information into account and will give you a guide to what any inheritance tax exposure may be.
