Products
Planiva currently includes five practical planning tools. Retirement, cash flow, tax, Capital Gains Tax and estate planning all sit in the same connected workbench.
All current tools are included in the free Planiva beta. You can also review the planned pricing model before paid access goes live.
The live Capital Gains Tax and disposal planner helps users compare sale timing, ownership and loss-use scenarios before making disposal decisions.
Estimate Capital Gains Tax on investments, property and other chargeable assets, then compare disposal scenarios.
Useful for testing sale timing, ownership splits, available losses and how much you may keep after tax.
Project household monthly cash position over time, test planned changes and spot when balances may come under pressure.
Useful for understanding what is left each month, when you may run short and whether a planned decision looks affordable.
Estimate annual tax outcomes and payment timing from the income mix you expect to receive.
Useful for understanding likely liabilities, balancing payments and cash reserve needs.
Build retirement scenarios, compare spending paths and review projected balances over time.
Useful for testing affordability, retirement timing, long-term resilience and different spending choices.
Organise estate details, review inheritance tax outcomes and bring practical estate-planning information together.
Useful for seeing what is documented, what may be exposed to tax and where planning gaps remain.
Planiva is continuing to expand beyond the current workbench. More planning tools and connected workflows are in development as the platform grows.
Future additions are intended to sit alongside the current planners so you can keep more of your financial decision-making in one connected workspace.
These five tools are the current product set, not the limit of the platform. Join the beta to use the live workbench now and see how the connected planning approach develops.
Planiva's Capital Gains Tax Planner is now available in the workbench. It helps estimate Capital Gains Tax on investments, property and other chargeable assets, then compare disposal scenarios to see how timing, ownership and losses could affect the tax paid and the money kept after sale.
