UK Residence Decision Tree
Decision treeQuick assessment of whether you are likely UK tax resident under the Statutory Residence Test.
FIG Regime Eligibility Checker
Decision treeCheck whether you may qualify for the new UK Foreign Income and Gains regime.
IHT Long-Term Residence Timeline
Interactive timelineVisualise how UK residence duration affects your exposure to inheritance tax.
UK Departure Planning Checklist
Interactive checklistA structured checklist for planning your departure from the UK.
Pensions in IHT Decision Guide
Decision guideUnderstand how pensions interact with inheritance tax under current and proposed rules.
Tool
Should I use an Offshore Bond?
Decision treeExplore whether an offshore bond is a suitable wrapper for your investments.
Offshore Bond Withdrawal Tax Estimator
CalculatorEstimate the tax cost of withdrawing from an offshore investment bond.
Are You Overpaying Tax on Withdrawals?
QuestionnaireQuick check to see if your current investment wrapper is costing you more tax than it should.
IHT Exposure Visualiser
CalculatorSee the potential inheritance tax liability on your estate at a glance.
Top-Slicing Relief Calculator
CalculatorCalculate potential top-slicing relief on chargeable event gains from investment bonds.
Retirement Income Modelling Tool
CalculatorModel how long your portfolio will last under different growth and drawdown scenarios.
Segment Assignment Calculator
CalculatorCalculate the tax saving from assigning offshore bond segments to a lower-rate taxpayer.
UK Statutory Residence Test
Step-by-step trackerWork through the full Finance Act 2013 Statutory Residence Test step by step.
Pension vs Offshore Bond Comparison
CalculatorCompare net outcomes from pension and offshore bond wrappers over your investment horizon.