Financial Calculators

A compilation of free financial calculators involving personal finances, investments, debt, retirement, and more, each with related in-depth information.

Budgeting and affordability calculator

A tool designed to help you determine how much disposable income you have available for investment after accounting for your regular and variable monthly expenses. This basically answers the question, “How much can I afford to invest each month?”.By inputting your monthly gross pay, total cash savings, and various monthly and annual expenses, this calculator will provide you with a clear picture of your financial situation. It also considers your ideal emergency savings pot, which should be 3-6 times your monthly income, to ensure you are financially secure before making investment decisions. Use this calculator to explore the range of income you can comfortably set aside each month for long-term financial growth.

Pension Tax Relief Calculator: Maximize Your Savings

Planning for retirement just got easier! Discover how much you can save with our Pension Tax Relief Calculator. This user-friendly tool helps you understand the real cost of your pension contributions after tax relief. Whether you’re a basic rate taxpayer or pay tax at a higher rate, see how the government’s contributions can boost your pension savings. If you’re in Scotland, we’ve got you covered with specific calculations for Scottish tax bands. Ready to maximize your retirement savings? Start calculating your pension tax relief now and make the most of your future.

Pension drawdown calculator

Pension Drawdown Calculator is an invaluable tool for those seeking a sustainable approach to managing their retirement finances. Usinf the Sustainable Withdrawal Rate strategy. The calculator allows you to input the size of the pension pot, an annual withdrawal rate of 4%, and an inflation level. It then displays a table and a graph showing the income each year in £ and the size of the remaining pension pot under three different investment return scenarios:

ISA to IRS Reporting Calculator

Demystifies the complexity of U.S. tax reporting for individuals with UK ISAs, streamlining the process to make it more accessible. Without delving into the dense IRS guidelines, the calculator simplifies tax obligations through a series of straightforward questions tailored to your financial situation, residency, and filing status.

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