planD Calculator

Share Exchange Calculator

See how we bring new value to your underperforming assets using a share exchange to the Daxia Diversified Fund.

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Your Investment Details

Initial Investment Value

Current Investment Value

Valuation Discount %

Scheme on Purchase

Investor Tax Rate

Other Tax Rate

One Time Fee to planD

planD Fee: £

planD fee: £

One Time Fee to planD

(2% of Initial Investment Value or min £150)

Loss Relief Calculation

Initial Investment

1. Initial Investment: £

Up Front Tax Break (SEIS)

2. Up Front Tax Break: Please Choose Scheme on Purchase

Up Front Tax Break (EIS)

2. Up Front Tax Break: £

Up Front Tax Break (No Tax Relief)

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Net "In" Cost

3. Net "In" Cost: £

Sell via planD - Daxia Shares Value

4. Sell via planD = Daxia Shares Value: £

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Total Loss

5. Crystallised Loss: £

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Loss Relief

6. Total Usable Loss:

Please choose an investor Tax Rate

6. Total Usable Loss: £

Loss Relief (Other)

6. Total Usable Loss: £

This calculator is for illustrative purposes only and does not replace or constitute professional financial advice. This information should not be construed as an offer to buy or sell any product. Tax relief depends on each investor’s personal circumstances and may be subject to future change. In addition, the availability of tax relief depends on the company invested in maintaining its qualifying status.