Nigel
Bourke & Co
2 Yarm Road
Stockton on Tees
Cleveland
TS18 3NA
England
Tel: 01642 670307
Fax: 01642 677020
Authorised and Regulated by the Financial Services Authority
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Financial
Calculators
Pensions
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Pensions
Audit - asks the user to input all the relevant variable
and gives a ballpark idea of their position. Requires the user
to think and interact as a way of learning.
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Pensions
Projector,charges - allows people to project forward monthly
and single premiums, or find out what they need to invest to
hit a target income, includes some standard charges.
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Employee
Benefits 2004-2005
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Car
Tax Calculator 2, that includes highlighting the option
of keeping your own (cheaper) car and investing the difference
between your running costs and the extra salary you get instead
of a car.
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Life
Insurance Audit - helps show the user where they may have
insufficient cover re PHI, CI, FIB and Mortgage and Business
insurance.
Mortgages
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Accelerated
Repayment Mortgage Calculator - allows the user to, by
trial and error, to explore the effects of paying different
monthly amounts as it will affect the term of the mortgage and
the total paid.
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Repayment
vs Investment Mortgages - Compares the overall costs and
benefits of Repayment and Investment mortgages given the users
asumptions about growth and interest rates.
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Investments
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Targeting
Calculator. For any given target fund it computes the lump
sum and monthly investnents needed to get to that fund, (given
user defined term and growth asumptions).
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Portfolio
Calculator. An unusual one this. In essence it serves to
show people why it is important to spread their investments
in order to smooth out their expected growth. Needs to be accompanied
by good text, and is probbaly only for more sophisticated clients.
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Single
Premium Projector - calculates the real terms future value
of a single premium investment showing year on year growth.
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Monthly
Premium Projector 5 - calculates the real terms future value
of a monthly premium investment. Also shows total investment
and profit.
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Tax
Year 2004-5
Income tax
The first two calculators are general purpose.
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General
Income Tax and NI calculator. All purpose calculator.
User chooses their allowances and employment status and calculator
computes income tax and NI. Only deals with earned income.
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General
Income Tax calculator. All purpose calculator. User chooses
their allowances and calculator computes income tax. Only deals
with earned income.
Inheritance
Tax 2004-2005
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Basic
Inheritance Tax Calculator - this deals with most single
people and married couples who plan to pass assets to each other
on first death, and then to children. No large (tens of thousands
of pounds) bequests to children on first death. No important
business interests.
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Married
Couples Advanced Inheritance Tax Calculator - this deals
with married couples who have significant estates, including
business assets, and mainly serves to highlight how complex
the area is, and how some simple planning can reduce liability
to IHT by thousands of pounds.
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Useful links
for research
If you click
on a link below you will leave the site of Nigel Bourke & Co and therefore
we cannot assume responsibility or have control over the content of the links
Nigel
Bourke & Co is Authorised and Regulated by the Financial Services Authority . The
FSA may not regulate all products and services detailed on this
website and may not regulate some components of ISAs.
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