money
Money prompts
Budgets, payslips, contracts, quotes. The numbers you've been avoiding, made legible.
2,250 prompts live in money next drop in 10:31
- Translate a Council Tax Bill Into Action Steps
Explains your council tax bill and what you need to do.
- Summarise a Dividend Reinvestment Plan Statement
See exactly what your dividends did under a reinvestment plan.
- Translate a Shareholders Agreement Into Plain Rights
Know your real rights and obligations before signing a shareholders agreement.
- Understand Your Credit Score Report
Walks you through your UK credit report, section by section.
- Decode a Drawdown Pension Illustration
Understand a drawdown illustration and whether its assumptions are realistic.
- Summarise an Investment Portfolio Statement
Read your portfolio statement and work out if anything needs doing.
- Translate an Inheritance Tax Calculation
Check and understand an inheritance tax calculation on an estate.
- Summarise a Complex Tax Computation for Client Briefing
Explain a complicated tax computation to a client with no finance background.
- Decode a Trust Deed for Beneficiaries
Understand your rights as a trust beneficiary from the deed itself.
- Summarise a Company Annual Report for Investment Decisions
Extract the investment-relevant facts from a 200-page annual report.
- Map Your Personal Cashflow Statement
Builds a clear monthly map of where your money goes.
- Translate a Defined Benefit Pension Projection
Make sense of what your final-salary pension projection actually promises.
- Decide Whether to Overpay Your Mortgage
Settles whether to overpay the mortgage or invest your spare income
- Reframe a Financial Setback as a Recalibration
Turns a money setback into a recalibration instead of a self-indictment
- Compare VCT vs EIS for Tax-Efficient Investing
Compares VCTs and EIS for higher-rate taxpayers past their ISA and pension limits
- Decide Whether to Use a Financial Adviser or Invest DIY
Decides between a financial adviser, a robo-adviser, or doing it yourself
- Reframe Budgeting as Giving Money a Purpose
Reframes budgeting from punishment into pointing your money somewhere on purpose
- Compare Stocks and Shares ISA vs Cash ISA
An honest stocks-and-shares versus cash ISA comparison before you commit
- Decide Whether to Remortgage Now or Wait
Works out whether to lock a mortgage rate now or hold your nerve
- Reframe Debt as a Solvable System Problem
Turns debt from a shame spiral into a problem you can actually solve
- Compare Lifetime ISA vs Pension for Early Retirement
Compare a Lifetime ISA and a pension for retiring early.
- Decide Whether to Fix or Track Your Mortgage Rate
Choose between a fixed and a tracker mortgage rate.
- Summarise a Financial Adviser Suitability Report
Critique whether your adviser's recommendation really suits you
- Translate the Small Print on a Savings Account
Read the small print on a savings account before you deposit