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Understanding the free vs paid plans

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Summary

  • Free gives you the core projection chart and personalised insights.
  • Solo (£72/year) unlocks the full dashboard — interactive sliders, cashflow breakdown, scenario comparison, withdrawal strategy tools, the portfolio and inheritance tax tabs.
  • Duo (£120/year) adds couple modelling with a combined household view.

What's included in each plan

The Free plan gives you the core projection chart and personalised insights — enough to see whether your plan is broadly on track. Solo (£72/year) unlocks the full dashboard — interactive sliders, cashflow breakdown, scenario comparison, withdrawal strategy tools, the portfolio and inheritance tax tabs. Duo (£120/year) adds couple modelling with a combined household view.

Compare plans in detail →

Frequently asked questions

What does the Free plan include?
The core projection chart and personalised insights — enough to see whether your plan is broadly on track.
What's the difference between Solo and Duo pricing?
Solo is £72/year and unlocks the full dashboard for one person — interactive sliders, cashflow breakdown, scenario comparison, withdrawal strategy tools, and the portfolio and inheritance tax tabs. Duo is £120/year and adds couple modelling with a combined household view.

More in Getting Started

Creating your first planSolo vs Duo modeWhat information do I need?
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