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 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.

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Retirement Gap Checker

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

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Education Cost Planner

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

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