Income sources interact
Salary, dividends, rent and savings income cannot always be considered in isolation.
Features / Tax Planning & AllowancesExplore the options.
Could I take my income more tax-efficiently?
Explore the options.
See the trade-offs.
If you can choose when or how to take income, it helps to model the choices first. Compare assumptions and estimated outcomes rather than chasing a headline tax rate.
WHEN THE PICTURE ISN'T CLEAR
The questions behind the feature.
Allowances are hard to follow
ISA subscriptions, realised gains and other records need the right person and tax year.
A lower rate is not the whole answer
Timing, cash needs, National Insurance and eligibility can change the overall outcome.
HOW IT HELPS
From scattered details
to useful context.
Compare income scenarios and keep allowance records in view. Explore estimated tax and take-home outcomes before making decisions with your adviser.
- 01
Start with the records
Organise each person's income and relevant allowance usage for the selected tax year. Missing information stays visible.
- 02
Compare scenarios
Model alternative income amounts and timing within the rules supported by the system, comparing estimated tax and take-home income.
- 03
Review before acting
Check assumptions, rule coverage and eligibility with a qualified adviser. A model informs a decision; it does not make it for you.
A CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
Continue to the app