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.

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QROPS vs SIPP Transfer Comparison

Coming soon

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

Expat Retirement Planner

Coming soon

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

International Education Cost Planner

Coming soon

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