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Tax Calculators & Tools

Our series of powerful, ready to use calculators that will seamlessly show you where the tax traps and opportunities lie. Constantly updated, you can use them to calculate a business or personal tax liability safe in the knowledge that every situation has been carefully considered.

Click on the "video demonstration" for a flavour of their functionality.

Browse by topic (102)

Recently added or updated Tax Calculators & Tools

Holiday pay calculator
This calculator works out the reduction required to an employee's pay where they take unpaid holiday, and calculates the employer's reduced NI and pension contributions. How to use the calculatorEnter the required information in the blue shaded boxed. You will need the employee's monthly earnings, number... Read more
DOWNLOAD December 2018
Type: Calculator
Rollover relief calculator
When you realise a capital gain on the disposal of a qualifying business asset, you may be able to defer paying the tax if you use the proceeds to purchase replacement assets.How to use this toolRelief is only available in full if all the proceeds are reinvested. If only some of the proceeds are used,... Read more
DOWNLOAD October 2018
Type: Calculator

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Share value calculator
When you gift, or transfer at undervalue, shares in your trading company to anyone other than your spouse, it is deemed to have been made at fair market value and will be liable to CGT (although you may be able to claim gift relief to defer the gain). Therefore, you will often need to value the shares... Read more
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Type: Calculator
Holdover gift relief calculator
When you transfer business assets, e.g. shares in your trading company, to someone other than your spouse at undervalue, you can claim gift relief to defer part or all of the CGT liability. The amount of the gift relief will depend on the amount, if any, of consideration you receive for the asset. Use... Read more
DOWNLOAD
Type: Calculator
Rollover relief calculator
When you realise a capital gain on the disposal of a qualifying business asset, you may be able to defer paying the tax if you use the proceeds to purchase replacement assets.How to use this toolRelief is only available in full if all the proceeds are reinvested. If only some of the proceeds are used,... Read more
DOWNLOAD October 2018
Type: Calculator
IR35 calculator
The IR35 rules limit or remove the tax advantage that an individual can obtain by providing their services through a company. In effect the rules deem income received by the company to be salary and apply the PAYE rules accordingly.Who is it for?Where the IR35 regime applies to income received by your... Read more
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Type: Calculator
Property rental tax planner
The planner is a tool for projecting and comparing the tax liabilities and estimated return on a let residential property owned personally or through a company. It takes account of the changes being phased in from 2017 to the rates of tax relief for interest paid on loans used to purchase or improve... Read more
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Type: Calculator
Company purchase of own shares tool
Where an unquoted company purchases its own shares the shareholder is taxable on the amount they receive after deducting the shares' cost. The payment counts as income unless certain conditions are met in which case it is taxed as capital; this is usually more favourable. One of the important conditions... Read more
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Type: Calculator
Rental business record keeper
HMRC requires owners of rental businesses to keep good records of income and outgoings. Accurate and detailed records not only prevent trouble with HMRC but ensure maximum tax efficiency.How this tool can be usedThe Rental Business Record Keeper provides a simple and quick way to enter details of income... Read more
DOWNLOAD September 2018
Type: Calculator