Take the legwork
out of the paperwork.
Pegora manages the tax on your investments and every pension you've ever had. Try it without an account.
The money at stake every year
Pegora watches all three for you. 165 holdings recognised on sight — upload a statement and see where you stand, free, no account.
Investments
Everything you own, in one picture.
Brokerage and pensions side by side — including how much rides on any single holding, which no one account can tell you.
Tax
Know what you owe, before Revenue asks.
Upload a broker statement and get your real position in seconds — capital gains, fund exit tax, the 8-year rule, dividends, all worked out with the deadlines.
Pensions
Your pensions, properly managed.
What each is worth, how much more you can put in with tax relief this year, and whether consolidating pays — paperwork drafted, providers chased.
Built to be checked
Proof, not promises — we show you where every number comes from.
Cited to the source
Every rule links to Revenue or GOV.UK right where it's used — check us against the law, not our word.
Encrypted, yours, deletable
Your ID numbers are encrypted — even we only ever see a masked version. Nothing is shared, and everything can be deleted on request.
No passwords to steal
Sign-in is an emailed link. There is no password database — for you or for anyone who'd want one.
AI reads, rules compute
Claude (Anthropic) reads documents and talks — every figure comes from our tax rule engine, never a model's guess.
Reads statements from
Every figure is worked out by our rule engine — never guessed — and shows how sure it is. Not tax or financial advice.