Annual money review pack
Use once a year to review income, HMRC, family, property, debt, investing, pensions and deadlines.
Choose a planning pack
Tax-year-end pack
Use near 5 April to check ISA allowance, pension contributions, CGT, dividend allowance and year-end admin.
Family finance pack
Use for Child Benefit, childcare, leave planning, adjusted net income and household threshold decisions.
ETF due diligence pack
Use before choosing or replacing an ETF: product identity, cost, risk, income, wrapper fit and portfolio job.
First-time buyer pack
Use to compare rent versus buy, mortgage cost, stamp duty, moving costs and the buying process.
Teacher classroom pack
Use for lesson packs, answer keys, curriculum mapping, homework, rubrics, assemblies and parent handouts.
How to use these packs
Open the pack, complete the checks, then use your browser's print command or the page print button where available. For saved calculator scenarios, export the JSON backup from My Scenarios as well.