For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

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.

  • View the tool online and offline
  • Save as a pdf for your reports

Use Emergency Tax tool 

Key features of our Emergency Tax tool

All you need is the amount

Simply enter details of the total payment requested (the gross value) or the value required after emergency tax has been applied (the net value). For UFPLS payments the tax-free element should be included. Then the calculator will demonstrate the impact of Emergency Tax. Remember, it doesn’t take individual circumstances into account and is not a recommendation.

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

The calculator assumes 25% of the UFPLS is entitled to be paid tax-free, however there are limited circumstances where this is not the case and professional advice is required to confirm individual treatment.

Whilst you’re able to download this tool, we would always recommend using the version available online in case it changes.