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Financial Calculators

Making informed decisions about your wealth starts with understanding the numbers. Our free calculators are designed to give you valuable insights into your financial position, from estimating potential inheritance tax liabilities to projecting the growth of your tax-free savings. These tools provide a helpful starting point for your financial planning journey. For personalised advice tailored to your unique circumstances, our experienced team across Andover, Basingstoke, and Newbury is here to help you safeguard and grow your prosperity for generations to come.

ISA Calculator

Maximise your tax-free savings with our ISA calculator. Whether you're building an emergency fund or planning for long-term goals, understanding your ISA potential is essential. Input your details to see how your investments could grow tax-efficiently. Our experienced team are ready to help you make the most of your ISA allowances.

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Inheritance Tax Calculator

Planning for the future means understanding your potential inheritance tax liability. Our calculator helps you estimate what your estate might owe, enabling you to make informed decisions about protecting your family's wealth. With over 20 years of experience in financial planning, we're here to guide you through the complexities of inheritance tax and explore strategies to preserve your legacy.

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© Copyright 2025 Richard Pearce Wealth Management

Richard Pearce Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Richard Pearce Wealth Management Ltd is registered in England and Wales, Number 14307652. Registered Office: 43 Barley Road, Andover, SP11 6GB, United Kingdom
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.

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