Pension and salary-sacrifice review
Model eligible workplace pension choices against take-home pay, employer matching and the allowance taper.
Requires eligibility and evidence reviewBring your employment records together and see tax paid, estimated balance, take-home pay and practical saving opportunities.
Enter annual totals. The document register helps check that no source is forgotten.
P60, P45, payslips, P11D, pension statements and tax-code notices
PDF, JPG or PNG · document classification is active; country-specific field extraction is beta.Model eligible workplace pension choices against take-home pay, employer matching and the allowance taper.
Requires eligibility and evidence reviewCompare payslips, P60/P45 and HMRC notices for stale job records, duplicated benefits or emergency codes.
Requires eligibility and evidence reviewReconcile P11D benefits and check eligible fees, mileage and employment expenses with evidence.
Requires eligibility and evidence reviewReview Marriage Allowance and Child Benefit charges only after household facts are confirmed.
Requires eligibility and evidence review