Income Tax

The Income Tax calculator provides an indication of a client’s net income after deducting income tax and national insurance from different sources.

Calculations are based upon inputs of the client’s non-savings, savings, dividend and non-taxable income from different sources such as ‘income’ or ‘accumulation’ units or Trust income.

The calculator takes account of;

– Whether client is employed or self-employed for NI purposes.

– the option to overwrite the Personal Allowance.

– Child benefit amounts (if any) shown in the Notes.

– Effective rate of tax relief on pension contributions shown in the Notes.


Due to the changes introduced by the Scottish government of the structure of income tax for taxpayers in Scotland, there is a separate Scottish Income Tax calculator. This can be accessed by clicking the following link; Scotland

Claiming for previous years

As HMRC will allow a reclaim of income tax back to 2015/16 (providing the claim is made by 5th April 2020). The calculator will allow you to select any tax year from 2015/16 to perform these tax calculations.

Saving Instructions