For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
- Forecasting tools
- Tax tools
- Fund tools
- Other tools
Retirement Modeller
Explore planning scenarios across your client’s full retirement journey with Prudential’s Retirement Account.
Defined Benefit Pension Input Amount tool
Calculate the estimated recommended pension input amount for your client to help you work out annual allowance usage.
Tax Wrapper Comparison Tool
Discover how the returns compare, in general, between onshore bonds, offshore bonds and collective investments such as unit trusts and open-ended investment companies (OEICs).
Salary Sacrifice Calculator
Understand the effect of salary sacrifice on your client’s pension – to lower pension contribution costs or increase contributions at the same cost.
Investment Calculator
Demonstrate the accumulated fund value achievable over a period of time through investing, and the investment required by a client to reach their savings goal.
School & University fees Calculator
Discover the investment needed in an offshore bond to fund school or university fees and the tax payable on withdrawals.
Extracting Company Profits Tool
Find out if your client could extract profits from their business in a more tax efficient way and how.
Prudential Trust & Application Form Tool
Is your client planning to place an investment into trust? Find the correct application form and trust form with tips on how to complete them.
LTA Transitional Tax Free Amount Tool
Find out if your clients could benefit from a Transitional Tax Free Amount Certificate
Emergency Tax Tool
Calculate the impact of Emergency Tax on the payment of the Uncrystallised Fund Pension Lump Sum (UFPLS) and the first payment of drawdown.
Annual Allowance Calculator
Find out how Annual Allowance could impact your clients – whether the standard Annual Allowance or tapered annual allowance applies, as well as the amount of unused allowance and carry forward.
Trusts and Inheritance Tax Modeller
This tool allows you to estimate the potential Inheritance Tax liability for one or two individuals, demonstrating the impact gifting part of their estate into trust would have on their overall IHT liability.
Available Funds and Preferential Terms Calculator
Calculate the savings from preferential terms and find funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account.
Capped Drawdown GAD Calculator
Find out the monthly gilt yield and the impact of this on the amount of income your client could take from capped drawdown.
Discounted Gift Trust Discount Calculator
Estimate the potential discount which your client may receive with a Discounted Gift Trust.
© Prudential 2023
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.