Discover Capitalise
Capitalise is a specialist cloud-based tool designed to calculate bespoke Duxbury calculations tailored to your client’s circumstances.
Create Bespoke Calculations
With Capitalise, you can carry out conventional calculations where you work from an income required to a capital sum.
With Capitalise, you can carry out conventional calculations where you work from an income required to a capital sum, or a reverse calculation whereby you work from a capital sum to establish a required income.
- Incorporate income, capital and pensions receipts into your calculation
- Carry out conventional or reverse calculations
- Create a fully formatted PDF report, broken down year-by-year
High Court Judge, taken from the judgment ND v GDAlthough I acknowledge that there may be the odd case where an expert is required to carry out a very clearly defined and tailored Duxbury calculation, in the vast run of cases it is inappropriate to reach beyond the Duxbury tables in At A Glance, or the Capitalise programme for a more advanced formula.
Filled with tons of great features
Conventional or Reverse
Work from an income required to a capital sum or work out the income a specific capital sum will provide.
Limitless calculations
No limit to how many calculations you create for each client
Adjustable variables
Adjust variables such as inflation, income yield and capital growth, income tax and allowances, capital gains tax and state pension
Set your duration
Calculations can be for life or a specified period
Tailor your result
Reduce, or enhance the income requirement at a certain point during the term
Fully formatted report
Reports include the calculation result, a summary page, and a detailed breakdown for each year of the calculation. Import your results to Excel or download as a PDF.
Access anywhere
Capitalise is cloud-based and can access through your web browser, at home or in the office.
Preserve your clients capital
Ensure the initial capital is preserved at the end of the term, so it falls into the recipients estate.
We take security seriously
We uphold the highest level of security to maintain Capitalise as a trusted system. Safeguarding your sensitive data is fundamental, which is why we continually enforce rigorous security measures.
High Court Judge, taken from the judgment ND v GDOften during a hearing, as issues crystallise, the judge will ask for specific calculations to be carried out; indeed, I did just that in this case. The underlying assumptions can be adjusted on the Capitalise programme if required.
Explore Capitalise FAQ’s
How much is Capitalise?
Capitalise is £320 (+VAT) per user, per year. A subscription is required for each user accessing the software.
How long does a free trial of Capitalise last?
A free trial of Capitalise lasts for 1 week.
How often does the software update?
Capitalise is updated at the start of every new financial year, taking into account any new tax and NI rates & thresholds. This update is automatic.
Can I book a demo of Capitalise?
Yes. We offer free demos of Capitalise with our friendly training staff. Complete the ‘Request a Free Trial’ form using the button above. If you have any specific topics you’d like the demo to cover, please include these in your request.
Do I need to download Capitalise?
No, Capitalise is cloud-based and can be accessed through your web browser. There is no need to download the software.
Is my data secure?
Yes, users will login with an email address, password and two factor authentication. Also, all data entered into our programs is encrypted.
Does Capitalise work on mobile or tablet devices?
Yes, you can access Capitalise on your mobile phone or tablet. Capitalise is accessed through your web browser. For the best user experience, we recommend accessing Capitalise on your laptop or desktop.