Let’s map your path
Answer a few questions and I’ll work out the pot you need, and what leveraged income could do for you.
Your questions
The income you will need based on what things cost today
£
yrs
yrs
£
Warning — this is not financial advice
This tool is an illustration only. It assumes a constant rate of investment return and inflation, which real life does not provide, and it ignores tax. For personal financial advice please speak to a qualified financial advisor.
Here’s your path
Pot required
£0
Income required, inflation-adjusted
Your desired income, compounded by inflation over the years until it starts.
Annual
Monthly
Income required
£0
£0
Passive income required
£0
£0
Your pot
Pot required (4% rule)£0
Future value of current assets£0
Still to be saved£0
Monthly savings needed
£0
Reaching your pot
Savings
Investment return
Target pot
What leveraged income could do
Adjust your expected leveraged income below to see the effect on your plan.
Used to offset what you will need to draw from your liquid assets
£
Your assumptions
Change any of these to see how your results update.
%
%
%
Assumptions used
Expected annual return7%
Expected annual inflation3.5%
Expected monthly leveraged income£0
Safe withdrawal rate4%