Understand how pension contributions could impact your clients tax position. You can also use the tool to calculate your clients tax position regardless of any further pension contributions.
Guidance, but not advice
The tool estimates your client’s tax liability based on the information used. The results of this tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t consider all the possible circumstances that could impact your clients.
Whilst you’re able to download this tool, we would always recommend using the version available online. The tool will automatically cease to work at the end of the tax year.
Support materials for you
-
The seven steps required to calculate an individual’s income tax liability
-
Tax reliefs on members contributions
-
Authorised Investment Funds for individual investors: the facts
-
Offshore bonds taxation explained
-
UK investment bonds: taxation facts
-
Gift aid donations by individuals: the facts
-
Relevant earning
-
Top Slicing relief
-
Higher than marginal rate relief
-
The Seven Steps – calculating a client’s income tax liability
Ready to start
Get started and try the Use Tax Relief Modeller
Please note - you need to enable macros to use the tool.
Ask an expert
Submit your details and your question and one of your Account Managers will be in touch.
Follow us on LinkedIn
Follow us on LinkedIn where you will be the first to see any news, views or support we think matters.
