Our brand-new Cashflow Modeller (Gross) is now available in BETA mode

We are delighted to announce that our brand-new Cashflow Modeller, which includes tax calculations, is now available for everyone to use in BETA mode. This means you have early access prior to its official launch, allowing you to create cashflow plans which account for tax rates, thresholds and much more.

Last month, we launched our brand-new Cashflow Modeller exclusively to BETA users to help during the final stages of its development. Since then, over 600 cashflow plans have been created using the tool, and it is very close to being completed.

However, demand to try our brand-new Cashflow Modeller has been overwhelming, with daily requests to try it as soon as possible. We are therefore delighted to be able to grant everyone early access, giving you the option to try the tool in BETA mode.

This means you can continue to create net cashflow plans using our existing Cashflow Modeller, or start creating cashflow plans which account for:

Income Tax and Dividend Tax
Lifetime Allowance and Pot Crystallisation
Scottish Tax Rates (plus future-proofed for Welsh Tax Rates)
Money Purchase Annual Allowance
Loss of Personal Allowance
Marriage Allowance
Capital Gains Tax indicators
National Insurance Contributions
ISA Allowance indicators
Pension Contribution Tax Relief

*The Cashflow Modeller (Gross) does not account for Transactional Capital Gains Calculations, Inheritance Tax and Tax Wrappers as this would have added too much complexity to the tool.

There is a caveat to receiving early access in BETA mode. Even though our BETA users have provided us with incredible feedback which has improved the tool, we haven’t quite completed all of its development.

This means you may experience one or two bugs. However, if you do find a bug, we’ll automatically generate a report of the issue you experienced, which you can submit there and then. The report will go straight to our development team, removing the need for you to spend time calling or emailing us.

It is vital that we make the brand-new tool powerful, easy to use and easy to understand. We are therefore working hard to retain a lot of what you love about our existing Cashflow Modeller, even with the additional tax functionality.

Login to try the Cashflow Modeller (Gross) >

If you’d like to find out more about what’s included, from the additional tax functionality to smaller enhancements designed to help when presenting a cashflow plan live to your client, please watch a brief guide to our Cashflow Modeller (Gross):

We hope you enjoy our brand-new Cashflow Modeller, and we’d love to know what you think of our latest development – from first impressions to ideas for improvement. We really appreciate your support and welcome your feedback prior to its official launch.