Please note: The results of the tools are illustrative only and are in no way intended to be a recommendation for a particular course of action and do not constitute advice.
A range of planning tools available for you
You can access a range of financial-planning tools, developed by the technical experts at M&G Wealth, via the M&G Wealth Platform.
Next time you’re logged in, click on the new Tools hub icon to try them out.
General planning and bond tools
General planning tools
- School fees calculator
- Inflation modeller
- Inheritance tax calculator
- Investment calculator
- Trusts and inheritance tax modeller
Bond tools
- Collectives and Bonds Calculator
- Bond Gain Tool
Pension tools
- Protected Tax Free Cash Tool
- Salary Sacrifice Calculator
- Emergency Tax Tool
- Annual Allowance Calculator
- Tax Relief Modeller
- Defined Benefit Pension Input Amount Tool
- Redundancy Sacrifice Calculator
Useful articles and webinars
Regulatory Updates
We've asked our technical team and industry experts to review the big economic, technical and regulatory changes. Summarising and helping to keep you informed for your business and your clients.
Taxation
Information from the experts at M&G Technical as well as articles and examples about taxation and planning scenarios.
Paraplanners Assembly
Paraplanners are crucial to financial planning. That's why we support the Paraplanners Assembly, where Paraplanners learn, fix and share things.
If you've found this useful, visit our other hubs
Retirement Hub
Not every client is the same and nor does every retirement client have the same needs. Find research, experience and advice from peers and useful links to help support you deliver the right retirement plan for your clients and your business.
Responsible Investing Hub
Everyone has their own principles that influence the way they live their lives, and the way they want to invest their money. This hub provides resources and documents that can help you to deliver investments choices to your clients that support their values.