Tools & Calculators
Forecasting tools
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Calculators
Inflation Calculator
Use the Inflation Calculator from M&G Wealth Adviser to demonstrate the impact of inflation on your client’s investment and cash holdings over a set time period.
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Calculators
Tax Wrapper Comparison Tool
Use the Tax Wrapper Comparison Tool from M&G to discover how the returns compare between onshore bonds, offshore bonds and collective investments.
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Calculators
LSA/LSDBA Modeller
Use this handy tool to quickly and easily identify your clients LSA and LSDBA usage on M&G Wealth Adviser Services - Tech Matters.
Tax tools
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Calculators
Protected Tax Free Cash Calculator
Use the Protected Tax Free Cash tool from M&G Wealth to calculate the scheme specific protected tax free cash amount for money purchase arrangements.
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Calculators
LTA Transitional Tax Free Amount Tool
People who have crystallised benefits under the pre April 2024 Lifetime Allowance regime will have their standard post April 2024 Lump Sum Allowance and Lump Sum and Death Benefit Allowance reduced under transitional rules.
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Calculators
Annual Allowance Calculator
Use the Annual Allowance calculator from M&G Wealth to find out how Annual Allowance could impact your clients, as well as the amount of unused allowance.
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Calculators
Tax Relief Modeller
Use the Tax Relief modeller on the M&G Wealth website to understand how pension contributions could impact your clients' tax position.
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Calculators
Bond Gain Tool
Use the Bond Gain Tool on the M&G Wealth Adviser website to model the potential gain based on full segment surrender and/or partial withdrawals.
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Calculators
Extracting Company Profits Tool
Use the Extracting Company Profits tool from M&G Wealth to find out if your client could extract profits from their business in a more tax-efficient way and how.
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Calculators
Trusts and Inheritance Tax Calculator
Use the Trusts and Inheritance Tax calculator from M&G to demonstrate the impact that gifting part of one's estate into trust would have on overall IHT liability.
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Calculators
Salary Sacrifice Calculator
Use the Salary Sacrifice calculator from M&G Wealth Adviser to understand the effect of salary sacrifice on your client’s pension and to lower pension contribution costs.
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Calculators
Redundancy Sacrifice Calculator
Use the Redundancy Sacrifice calculator from M&G Wealth Adviser to assess the benefits of any employer saving passed on for the pension contribution and more.
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Calculators
Emergency Tax Calculator
Use the Emergency Tax calculator from M&G Wealth Adviser to calculate the impact of Emergency Tax on the payment of the Uncrystallised Fund Pension Lump Sum.
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M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.