Ready‑to‑use, tax‑aware planning tools you can put in front of clients today — built to a professional standard by an ex‑IFA, and upgraded over time from the ideas advisers send in.
Off‑the‑shelf and ready the moment you buy — each runs in any browser, no logins, no installs. Buy the ones you need; they keep improving from adviser feedback.
Every tool works out of the box — but it doesn't stand still. Because we built them from the ground up, we can act on your ideas fast: spot something missing, or want it to model a scenario your way, and when we build it the upgrade rolls out to everyone using the tool. Your feedback becomes the next version — that's the whole point of the membership, and why the toolkit keeps getting sharper.
Hit reply with the change or feature you'd find useful in real client work.
No roadmap queue, no red tape. We built the tools, so we can turn changes around quickly.
The improved version is shared with every existing owner at no extra cost.
Most planning software shows you what happens. AdviserForge is built to improve it. The Retirement Drawdown Calculator is, in effect, a tax‑efficient version of what advisers reach for Voyant to do — the same client question, engineered from the ground up to keep lifetime tax as low as possible. And the calculation structure behind every tool has been independently verified by accountants and tax professionals.
Where cashflow tools stop at “here’s the projection”, our calculators work out the lowest‑tax way to get there — draw order, allowances and thresholds optimised, not left for you to eyeball.
The structure behind each tool has been checked by qualified accountants and tax professionals, so the logic stands up in front of a client and in a compliance file.
Advisers send requests and we push changes every week. No annual release cycle — a rule change or a better way to model something ships in days, and every owner gets it.
| What matters to you | AdviserForge | Typical tools (Voyant, CashCalc) |
|---|---|---|
| What it’s built to do | Minimise lifetime tax, not just show it | Model and project the plan |
| Tax structuring | Optimised draw order, allowances & thresholds | Adviser structures the strategy manually |
| Update speed | Adviser requests shipped weekly | Periodic / annual tax‑year releases |
| Verification | Structure verified by accountants & tax professionals | Varies by provider |
| Scope | Purpose‑built calculators, one job each | Broad all‑in‑one planning suites |
| Ownership | One‑off — yours to keep (+£199/yr updates) | Ongoing per‑seat subscription |
Comparison reflects AdviserForge’s positioning and approach. Other providers’ features vary and change over time — always check their current specifications. Voyant and CashCalc are trademarks of their respective owners; AdviserForge is not affiliated with either.
Own each tool with a one‑off purchase; membership is what keeps it current and improving over time. The first 12 months are included with any tool you buy.
Made by an ex‑IFA, so the logic's right and the output stands up in front of a client — and in a compliance file. Not a developer's guess.
Enter the figures, get clear charts and a PDF you can talk through on screen or hand straight to the client.
Buy each tool once to own it. An optional £199/year membership keeps it current for every new tax year and delivers the ongoing upgrades.
AdviserForge is led by Tom Ashworth — an ex‑IFA with 10 years in accounting and financial planning, who stepped away from the high‑fee model. We build a growing range of ready‑made planning tools to a professional standard for advisers to use off the shelf, and keep improving them from the ideas advisers send in.
Everything you need before you buy — and you can always see a tool live on a free demo first.
Start with the Retirement Drawdown Calculator — and help shape what comes off the anvil next.
Explore the Drawdown Calculator →