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The Easy Way to Take Back Your Tax and Fund Your Pension

Maximo helps you claim back tax on health expenses, access unused pension allowance, and maximize your tax refunds with our digital tools.

Pension Planning

Automatically contribute and maximize tax relief on your pension

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New Taxback Features

Claim health expense refunds and manage your tax benefits easily

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Tax Calculators

See what you could claim and when to claim it

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Mobile Banking

Manage everything from your phone with seamless bank connection

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How It Works

Health Cover

  • Bank your health claim to pay next year's health premium
  • Calculate potential Tax Refund on health expenses not covered by your plan
  • Claim additional Tax Refund at the click of a button

Pension Contributions

  • Link your bank account via Open Banking
  • Make direct Top-Ups or Round up purchases to save automatically
  • Receive timely saving reminders

Tax Benefits

  • Track potential tax refunds as you contribute
  • Access additional tax relief options
  • Submit tax returns digitally

Tax Refund Options

  • Pay annual expenses such as Home Insurance
  • Reinvest your money to maximize your savings
  • Simply transfer to your bank account

Plan effectively before tax deadlines

Secure your financial future with Maximo's personalized consultation for your pension and tax planning needs. Available by phone, in person, or video call.

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Everything you need for financial peace of mind

Pension Planning

Access your unused pension allowance and maximize additional tax refunds with our tailored pension plans.

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New Taxback Features

Our easy-to-use digital tool shows you what you could claim, when to claim it, and how to strategically manage refunds.

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Financial Tools

Develop a deeper understanding of your money with our powerful planning tools and calculators.

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Mobile Banking

Maximo seamlessly links your bank account to your health and pension plans, letting you manage everything from your phone.

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