Plan every claim – AIA, full expensing, first-year allowances, pools, SBA and the 2026 rate changes
Secure checkout. Your file is ready in your client portal as soon as payment clears.
Capital allowances changed significantly from April 2026: the main writing-down allowance fell from 18% to 14% (with a hybrid rate for periods that straddle the change), a new 40% first-year allowance arrived for main-pool assets, and full expensing, the £1m Annual Investment Allowance and 100% allowances for electric cars and charge points continue. This planner records every addition and disposal, chooses the best allowance for each, runs the main pool, special rate pool and single-asset pools, and shows the allowances for this year and the next five.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every asset bought, with the allowance chosen and the amount claimed. What you do: one row per asset.
Step 2
The full computation – AIA, first-year allowances, pools, balancing adjustments. What you do: nothing to enter – read and print.
Step 3
Allowances still to come in the next five years. What you do: nothing to enter.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
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Part of AML Finance Group
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