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Tools

Explore tools and calculators to support client conversations and make financial planning easier. From building portfolios and planning retirement income to calculating tax liabilities, find practical support for a range of advice scenarios.

How can we help?

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Investment tools

Between the lines

Pension planning tools

Estate planning and trust tools

Tax planning tools

Cash flow and financial planning tools

Why use Quilter tools?

Our tools can help you:

  • explain planning options clearly;
  • model and compare potential outcomes;
  • create consistent, professional client outputs.

Need more help?

Speak to our experienced team. You can reach them Monday to Friday, 8.30am to 4.30pm, by either calling 02380 726 010 or emailing:

Approver: Quilter, October 2026.

QIP 24329/206/19140