Income In Retirement Calculator

This calculator gives guidance on how you could invest funds in SIPPs, ISAs and General Investment Accounts (GIAs), and what income this could produce before and after tax depending on how much capital you are prepared to consume to age 90.

Please click here to find out how to use this calculator, what it tells you and the assumptions it makes

 

You

Your partner

Your age now, or when you want to retire

State pension age

State pension amount p.a.

Pension account values

ISA values

General Investment Account values

Totals

Overall total

I'd like to consume

of my capital by age 90

 

Output 1: Overall Suggested Asset Allocation

Cash

Short Dated Fixed Income

Higher Yield Fixed Income

Alternatives Yield

Equity Income

Equity growth

Output 2: What Investments Go In what Accounts?

 

Pensions

ISAs

GIAs

Cash

Short Dated Fixed Income

Higher Yield Fixed Income

Alternatives Yield

Equity Income

Equity growth

Output 3: What Income Do I Get After Tax?

(a) Income now

Gross

Net

(b) Income including both state pensions

Gross

Net

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Important Warnings

  • Your capital would be at risk to investment markets in the portfolio used in this calculator.The value of investments and the income they produce are both subject to investment performance which cannot be guaranteed.
  • The rates of returned are used for illustrative purposes only and cannot be guaranteed.
  • The calculator offers simplified guidance. Tideway strongly recommend you receive detailed and personalised advice from a qualified and authorised adviser before making investment decisions.
  • Tax rates and rules will vary in years to come, the calculator uses current rates and rules as a proxy for future tax liabilities which in practice will likely change.
  • Tideway cannot be held responsible for any investment losses based on investment decisions made using this calculator without personalised advice from one of Tideway’s advisers.

Tideway Investment Group comprises the following entities: Tideway Investment Partners LLP; Tideway Wealth Management Limited and Tideway Asset Management Limited. Tideway Asset Management Limited and Tideway Wealth Management Limited are appointed representatives of Tideway Investment Partners LLP, which is authorised and regulated by the Financial Conduct Authority. FCA number: 496214.

Tideway Wealth Management Ltd
107 Leadenhall Street
London EC3A 4AF
+44 (0)20 3143 6100
info@tidewayinvestment.co.uk

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© Tideway Investment Group 2020

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