Inheritance tax calculator
Calculates a client's potential IHT liability. It also includes information on gifts, exemptions and suitable trusts.
Sum assured calculator
Calculates the potential amount of cover a client may have at death according to current mortality rates (or tables).
Lifetime premium calculator
This tool compares the potential return on investing a set monthly amount with the level of sum assured the same amount could buy.
Rolling term premium comparison calculator
Comparing the total premiums paid on a rolling term plan with a guaranteed whole life plan, over a client’s lifetime, is made easy with this calculator.
Business valuation calculator
Calculates the value of a business using profits, assets and a price earnings ratio.
Key person calculator
Assists you in calculating how much cover is needed for each individual key person.
Business premium equaliser
Equalises the premiums between the partners or shareholders of a business.