Calculators

Free planning tools for expats

Practical calculators built on current cross-border rules. Use them to understand where you stand, then talk to a specialist about your options.

UK Inheritance Tax Exposure Checker

See whether the new residence-based rules put your worldwide estate in scope for UK inheritance tax, and get an indicative figure.

Open calculator →

QROPS Transfer Charge Checker

Compare the cost of transferring your UK pension abroad, including the 25% Overseas Transfer Charge, against keeping it in the UK system.

Open calculator →

Retirement Gap Checker

Model whether your pensions and savings are on track for the retirement you want, across currencies and countries.

Open calculator →

Education Cost Planner

Estimate the cost of school and university fees and see how much to set aside now.

Open calculator →

Offshore Savings Plan and Bond Review

Take the figures from your statement and compare carrying on, making the policy paid-up, or cashing in, with the yearly charge factored in.

Open calculator →

UK Tax Residence Indicator (SRT)

Answer a few questions on days, work, your UK home and your UK ties, and see whether the Statutory Residence Test points to you being UK tax resident this year.

Open calculator →

UK Property CGT for Non-Residents

Estimate the Capital Gains Tax on selling UK residential property while living abroad, compare the time-apportionment and 2015 rebasing methods, and see the 60-day deadline.

Open calculator →

Will Your Pension Pot Last?

Project how long your pension pot could last in drawdown, see what a sustainable income looks like, and check what your yearly charges are costing you.

Open calculator →