Investment Tools and calculators

Pension Legacy Modelling Tool

Explore the Pension Legacy Modelling Tool to calculate legacy options, compare IHT outcomes & support client retirement planning decisions.
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  • Looks at multiple options for excess pensions money
  • View online and offline
  • Save as a pdf for your reports

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

Whilst you’re able to download this tool, we would always recommend using the version available online in case it changes.

Support materials to help you

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