Free tax health check

Are you paying too much tax?

Answer a few simple questions and we will give you a tax efficiency score out of 100, an estimate of what you could save in pounds, and a downloadable action list. It takes about a minute, it is free, and nothing is saved or sent anywhere.

Tell us about you

There are no right or wrong answers. The more honest you are, the more useful your result.

Which of these apply to you?

Your total income for the year

How much do you pay into a pension?

Do you use your ISA allowance?

Please read. This health check gives general pointers and rough saving estimates based on the 2026/27 rules. The figures are illustrative, not a promise, and do not capture your full circumstances. Everything stays in your browser. To turn these pointers into a real, costed plan, book a free call back and we will look at your actual numbers.