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STANDARD CALCULATOR PACKAGE

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

Carry Forward Calculator

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.

Annual Allowance 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.

Capital Gains Tax Calculator

A comprehensive Capital Gains Tax Calculator which can take into account multiple owners, unlimited assets and all asset types. With the ability to include Business Asset Disposal Relief, Investors Relief, Allowable Losses as well as Private Residents Relief and Lettings Relief.

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

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