Tel: 01206 803210
STANDARD CALCULATOR PACKAGE
The following Financial Calculators are available as part of your FinCalc package at no extra cost.
INCOME TAX CALCULATOR
A fully comprehensive Income Tax calculator that accounts for multiple income streams & associated allowances with a summary of Income Tax, N.I contributions & Student Loan repayments due in detail. You can also compare the current tax year to previous & next year to see how tax changes impact on net income
The Portfolio Performance Calculator includes clear and concise graphical analysis of an Investment portfolio which can help you assess investing in different investment holdings within a Portfolio over a specific period of time. This is supported by a professional report (which can be fully branded for the financial adviser firm).
AVERAGE GROWTH CALCULATOR
Show the weighted average growth of a portfolio of investment holdings. You also have the ability to build in charges to demonstrate the effect of charges against the growth.
OCF/TER CHARGES CALCULATOR
Show the breakdown of the associated costs of investment holdings, taking account of multiple holdings, product charges and adviser charges. You also have the ability to build in Growth to demonstrate the effect of charges against the growth.
STATE PENSION AGE CALCULATOR
Work out your client's State Pension Age at the touch of a button. Download a single page report confirming the details, which you can add to your client file for audit purposes
PENSION BREAKEVEN ANALYSIS
STAMP DUTY CALCULATOR
Calculate the Stamp Duty/Land & Buildings Tax on your residential property purchase in the UK