Tax pool calculator

The tax pool calculator uses Javascript. Either your browser does not support Javascript or you have turned off its scripting capability. To use the calculator, please either:

Install a Javascript-capable browser, or
Turn scripting on in your browser options.

You may wish to visit Tax pool and help with tax pool calculations instead

Please complete all relevant fields then click the calculate button and the results will be shown. If you need help completing any of the details, please refer to the tax pool guidance notes.

Tax year for tax pool calculation

Number of trusts created by the settlor

Tax pool brought forward from previous years
£

Total dividend income (including tax credit)
£

Value of any dividend income (from above) that is non-discretionary
£

All other trust income before tax
£

Value of any other trust income (from above) that is non-discretionary
£

Allowable trust management expenses
£

Net payments made to beneficiaries (excluding tax credit)
£