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STANDARD CALCULATOR PACKAGE

The following Financial Calculators are available as part of your FinCalc package at no extra cost.

INCOME TAX CALCULATOR

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

PORTFOLIO PERFORMANCE

PORTFOLIO PERFORMANCE

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

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

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

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

PENSION BREAKEVEN ANALYSIS

Demonstrate the impact of Level vs Escalating Pension, Early vs Normal Retirement, Full Pension vs Cash & Reduced Pension or any combination

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STAMP DUTY CALCULATOR

STAMP DUTY CALCULATOR

Calculate the Stamp Duty/Land & Buildings Tax on your residential property purchase in the UK

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