Pensions & Investments
We no longer provide advice to new or existing clients but we do refer all enquiries to an appropriately qualified Quilter Financial Planning adviser.
More InfoCalculators
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.
The Financial Conduct Authority do not regulate tax planning.
Inheritance Tax Calculator
Value of all Homes (£)
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 tax advice.
The Financial Conduct Authority does not regulate Inheritance Tax Planning
Rates and allowances used in this calculator relate to the 2024/25 Tax Year.
General Insurance
Whole of market insurance advice is provided to protect your home, or organisational assets and people.
More InfoPersonal Insurance
Whole of market advice is provided on protecting your lifestyle or your dependents, if you become too unwell to work, and protecting your beneficiaries if you die prematurely.
More Info