• Home
  • About SJP
  • Advice & services
  • Insights
  • Investment management approach
  • Awards
  • St. James's Place Charitable Foundation
  • Investment planning
  • Retirement planning
  • Protection planning
  • Corporate services
  • Mortgages and specialist banking
  • Exploring intergenerational wealth management
  • Other services
  • Calculators
  • Home
  • Advice and services
  • Calculators

Calculators

Use our online calculators to help you assess your current or future financial position. 

By entering some simple details, you can quickly see where you might benefit from talking to a financial adviser about your plans. They’re quick and easy to use:   


Inheritance Tax calculator

Have you ever tried to estimate how much IHT is liable on your estate?

Find out more
Pension calculator

Calculate how much you may need to save to fund the gap in your income at retirement.

Find out more
Risk reality calculator

Use this reality calculator to calculate the risk of death, suffering a critical illness or being unable to work.

Find out more
Mortgage calculator

Use our simple mortgage calculator to see how much you could potentially borrow. 

Find out more
ISA calculator
Use this simple ISA calculator to see how much your ISA could be worth.
Find out more
  • Privacy policy
  • Site disclaimer
  • Accessibility
  • Terms and Conditions
St. James's Place logo
  • Visit SJP.co.uk
  • Contact SJP
Copyright St. James's Place © 2025