Financial Tools

Expat financial planning tools, built for cross-border complexity.

Illustrative calculators to help you think through the numbers - not a substitute for qualified advice.

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Everything you need to organise the numbers before the conversation.

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Expat Financial Health Check

Score your cross-border financial position across 5 dimensions — pension, estate & IHT, tax compliance, protection, and adviser oversight. 10 questions, results in minutes.

Illustrative only - not financial advice.

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Pension Pot Calculator

Estimate your UK pension pot value at retirement. Adjust contributions, growth rate, and target retirement age to explore different outcomes.

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Cost of Living Comparison

Compare the cost of living between countries across 7 regions. See how far your income could go in 14 expat destinations.

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IHT Estimator

Illustrative inheritance tax estimate using current HMRC thresholds. Understand your nil-rate band, residence nil-rate band, and potential charge.

Illustrative only - not financial advice.

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Cashflow Model

Year-by-year income versus expenses projection. Explore scenarios by adjusting income, costs, and rates to see how your position could evolve over time.

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CETV Calculator

Cash Equivalent Transfer Value estimation for defined benefit pensions. Understand the factors that influence transfer value calculations.

Illustrative only - not financial advice.

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US Estate Tax Estimator

Estimate US federal estate tax exposure on US-situs assets. Applies the 26 USC §2001(c) rate schedule with US–UK and other treaty credit options for non-US persons.

Illustrative only - not financial advice.

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