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

Tax Relief Modeller

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.

Key features

Based on income and existing pension contributions, discover the impact of further pension contributions on:

  • Tax liability
  • Personal allowance loss
  • High Income Child Benefit charge
  • Chargeable gains from investment bonds including top slicing

The calculator doesn’t take account of National Insurance or all potential tax outcomes for all situations.

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

Tech Matters

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Please note - you need to enable macros to use the tool.

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