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Features & Benefits

Available across all platforms, including Windows, Mac and online

Capitalise can now be used on Windows and Mac, whether it is a desktop, laptop or tablet. There is also a web based application that you can access via your internet browser.

Calculating tools

Carry out conventional calculations (working from an income required to a capital sum) or reverse calculations (working out the income a specific capital sum will provide).

Stepped calculations

Reduce (or enhance) the income requirement at a certain point during the term.

Preserve initial capital

Ensure the initial capital is preserved at the end of the term, so it falls into the recipient’s estate.

Composite report

A summary page, laying out the description and ‘answer’ for each calculation, so you can view them all on one page.

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