Tax Pot Planner 2026/27

This Excel workbook estimates your next Self Assessment tax bill, including any payments on account, and works out how much to set aside each month from the month you start, so the money is there when the bill is due.

It is built for taxpayers in England, Wales and Northern Ireland. It is not suitable for Scottish taxpayers.

What's included

• Blank Excel workbook for 2026/27

• Filled-in sample workbook, so you can see how it works

• 5-page guide

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All figures checked against GOV.UK after the Budget of 28 October 2026. Microsoft Excel workbooks. General guidance, not advice for your circumstances.

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