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FinCalc News

Pension Annual Allowance and Carry Forward calculators - now available

As part of our continuous development at FinCalc, we are pleased to confirm the release of the Carry Forward Calculator and the Annual Allowance Calculator as the latest additions to our FinCalc suite.  

Quickly determine your client's remaining Annual Allowance for this tax year, as well as a giving you a closer look at the previous tax years to determine the Carry Forward available, and the overall Annual Allowance position of your client. 

FinCalc Future Features – Coming Soon

We are constantly striving to update and improve FinCalc, through feedback from prospective and existing customers. We want to share some of our main goals for the next few months.

Capital Gains Tax Calculator

FinCalc does the hard work for you by calculating not only the Gains and Losses but also the Capital Gains tax payable within your chosen tax year for multiple assets.

Retirement Modeller – Now Available

Our Retirement Modeller enables you to answer key retirement questions very easily with very straightforward inputs. By taking defined contribution funds, any pension contributions and any incomes, the modeller will quickly and efficiently provide results on whether the client’s target income objectives are realistic and achievable.

Multiple Branding - Now Available

As part of our continuous development at FinCalc, we have introduced a new feature following requests from our customers. Companies can now request to have multiple variations of branded reports within FinCalc.  

We also have a new Add-On Package available for paraplanner firms.

New Transvas Results Screen

Within the new Results Screen you will see Transvas Results instantly on Screen 

2-Way Integration with CURO by Time4Advice – Now Available 

As part of our continuous development at FinCalc, we are pleased to confirm that 2-way Integration with CURO by Time4Advice is now available on FinCalc. 

Income Shortfall Funding – Now Available

We have introduced a new feature that will save some of your valuable time and effort. This new feature will enable a tax-efficient route for your clients, while illustrating future retirement modelling scenarios to meet very simple or extremely complex planning needs!