Tools & calculators
Insurance calculator
Find out how much life cover you actually need. Designed for expats to protect loved ones and cover future financial obligations.
Retirement readiness calculator
Quickly see if your retirement savings are on track. Built for expats planning a financially secure future abroad or back home.
Investment growth calculator
Project how your savings could grow over time. Shows realistic outcomes using low, medium, and high return scenarios to aid planning.
Pension transfer value estimator
Estimate the potential transfer value of your defined benefit (final salary) UK pension. See low and high projections to help guide your next financial decision.
Education fee calculator
Plan ahead for international school or university fees. This calculator shows how much you’ll need to save.
Finance decoder
Upload your pension or investment paperwork. This tool breaks down jargon and shows what your documents really mean, fast and clearly.
Portfolio reviewer
Upload your current investment portfolio for a quick review. Spot performance gaps, risk issues, and opportunities you might be missing.
Lost asset tracker
Enter your details and we’ll search for lost pensions, ISAs, and other UK accounts you may have forgotten over the years.
Chat GPT
Your personal finance assistant, built for expats. Ask questions about pensions, investments, or tax and get clear guidance instantly.