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The Wealth
Step 1 Retirement
Step 2 Inheritance
Step 3 Care costs
Step 4 Investments

How to assess your financial future in five minutes

In four simple steps, the Wealth Confidence Calculator will help you decide how you feel about your financial future – and work out whether there is anything you can do to improve it. It includes calculators to estimate your estate's future liability for inheritance tax and whether or not you’ll have enough money in retirement.

At each step, if you wish, you can:
Save and continue to the next step
Skip the step entirely if it’s not relevant to you
Save and exit to come back to the calculator later.

Start here

You are currently: Not at all confident

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The tool is intended for use in mainland UK only.

Canaccord Genuity Wealth Management (CGWM) is the trading name of Canaccord Genuity Financial Planning Limited (CGFPL), Canaccord Genuity Wealth Limited (CGWL) and Hargreave Hale Limited (HHL). They are all wholly owned subsidiaries of Canaccord Genuity Group Inc. CGFPL, CGWL and HHL are authorised and regulated by the Financial Conduct Authority (registered numbers 154608, 194927 and 209741). CGFPL and CGWL have their registered office at 41 Lothbury, London, EC2R 7AE. HHL has its registered office at Talisman House, Boardmans Way, Blackpool, FY4 5FY. CGWL, CGFPL and HHL are registered in England & Wales no. 02762351, 03739694 and 03146580.