CGT Planner is now live

The new CGT Planner is now available in Planiva.

You can now create and save Capital Gains Tax scenarios for straightforward UK disposals, including:

• listed shares, funds, and general investments
• second homes and residential investment property
• other chargeable assets

The planner helps you estimate:

• gross gain
• taxable gain
• Capital Gains Tax
• likely net proceeds

This release includes:

• a guided setup wizard
• save and revisit flows through the shared planner
• export support for readable estimates
• clear assumptions and warnings where the calculation is simplified

The CGT Planner is designed for planning use. More complex reliefs, specialist cases, and detailed matching rules are not included in this release.

Important notice

We have updated parts of the Planiva terms and privacy wording to reflect current beta operation.

Please review the latest Terms and Privacy Policy.

This update is marked mandatory in the signed-in updates popup so existing users actively acknowledge it before dismissal.

Tax Planner update

The Tax Planner now presents payment timing cues more clearly when you review a scenario.

Use this to sense-check upcoming obligations earlier, especially when comparing alternatives.

What changed

We have refreshed parts of the shared workbench shell to reduce friction when moving between planning tools.

• Saved-plan interactions are clearer.
• Shared page framing is more consistent.
• Small layout issues on mobile have been tightened up.

Thanks to everyone who sent early beta feedback.