FINANCIAL CALCULATORS

A comprehensive Carry Forward Calculator which illustrates a client’s year on year Annual Allowance position or a quick look at the current year’s annual allowance. The calculator allows for Tapering and Money Purchase Annual Allowance, as well as including a DB Pension Input Amount calculator and quick fill contribution calculator.

A quick and easy to use Annual Allowance Calculator which provides a review of the current year’s annual allowance or allows you to illustrate a comprehensive year on year Annual Allowance position, including available carry forward. The calculator allows for Tapering and Money Purchase Annual Allowance, as well as including a DB Pension Input Amount calculator and quick fill contribution 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).

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. 

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. 

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