The uk investing and pensions
toolbox.
Work out tax on dividends and capital gains, and check your pension annual allowance.
Keep this toolbox for offline use
7 useful places to start.
These calculators use dated GOV.UK and HMRC figures for the current and previous tax year, shown on each page with a review date and the scope it leaves out. They give estimates, not advice. The other tools calculate from the values you enter.
UK dividend tax calculator
Work out the Income Tax on UK dividends alongside your other income, with the dividend allowance and dated GOV.UK and HMRC rates for 2026/27 and 2025/26.
UK Capital Gains Tax calculator
Work out UK Capital Gains Tax on gains from shares, property and other assets using dated GOV.UK and HMRC rates and the tax-free allowance for 2026/27 and 2025/26.
UK pension annual allowance calculator (with tapering)
Check your UK pension annual allowance and whether high income tapers it, from threshold income and adjusted income, using dated GOV.UK and HMRC limits for 2026/27 and 2025/26.
UK take-home pay calculator
Estimate UK take-home pay after income tax, National Insurance, student loan and pension, using dated GOV.UK and HMRC rates for 2026/27 and 2025/26.
Compound interest calculator
Explore a savings balance with regular contributions and compounding.
Inflation-adjusted return
Compare an effective return with inflation over the same period.
Percentage calculator
Discounts, increases and everyday percentage puzzles.
A few things you
can tick off.
- Work out tax on dividends
- Estimate Capital Gains Tax on a sale
- Check whether the pension allowance is tapered