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To use calculator. Please amend to £’s and select a date.
Your options at retirement and the tax you pay will always depend on your personal circumstances and this should not be regarded as financial advice. Of course, laws and tax rules may change in the future so this information is based on our current understanding in April 2024.
The figures produced on this calculator are based on a number of assumptions and are only illustrative. We cannot accept any responsibility for any loss caused by reliance on the figures generated by this calculator. None of the information provided constitutes financial or other professional advice from Rehoboth Wealth Group. If you require financial or other professional advice you should consult a suitably-qualified professional.
Investment returns aren’t guaranteed. The value of your investment can go down as well as up and may be worth less than what was paid in.
Assumptions
The income calculations assume investments grow at rate selected each year, ignoring future inflation. Actual growth depends on how your investments perform and could be more or less than this. The calculator assumes no investment charges.
The values shown are based on the figures you entered. Your actual figures would be based on the value of your fund at the time the transaction is processed.