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Zeenox — Verifying Ethically. Helping UK Muslim investors review their whole portfolio in one place — halal screening, tax readiness and Zakat evidence in a single report.

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Not financial advice. Please consult qualified advisors.

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Wealth Intelligence

Tax-year constants, assumptions and read-only data-source settings.

This v1 page uses sample read-only data and transparent working. Connect records from the main Wealth Opportunities Inbox when you want the live version.

Open Wealth Opportunities InboxTry sample family dashboard

Data mode

Mock read-only

Section insights

0 shown

Order access

No trading permissions

Zeenox provides calculations, educational context and record-keeping tools. It does not provide financial, investment, tax, legal or Shariah advice.

Projection assumptions

These values drive the Family CFO projection and Freedom Number scenario across Wealth Intelligence. They are assumptions for comparison, not advice or a forecast.

Projection assumptions

Sign in with household records to save assumptions.

Tax-year assumptions

Tax year
2026/27 (2026-04-06 to 2027-04-05)
ISA allowance
£20,000.00
Junior ISA allowance
£9,000.00
CGT annual exempt amount
£3,000.00
Dividend allowance
£500.00
Loss claim window
4 years
Last reviewed
2026-06

Data sources

Trading 212 support is read-only. Zeenox imports positions, transactions, dividends and cash records where available; it does not request order permissions or place trades.

Assumptions are configurable because allowance figures and thresholds can change by tax year. Last reviewed: 2026-06.

Review scope

Assumption storage
Not saved without household records
Trading 212 access
Read-only records; no order permissions
Accountant pack CSV
Source notes, review questions and evidence bullets
Tax figures
Review-needed assumptions, not filing instructions