Financial Planner

Plan your future with our advanced income, tax, and savings projection tool.

Settings

Your Income

$
$
%
%

Your Plan

$
$

Your Monthly Expenses

$
$
$
$

Your Taxes (Est. 2024/25)

Gross Income £35,000
Pension Deductions - £1,750
Taxable Income £33,250
Income Tax - £4,136
National Insurance - £1,927
Student Loan - £0
Annual Take Home £27,187
Monthly Take Home £2,266

Financial Health

£2,266
£1,550
£716
31%

Wealth Projection

Forecast based on 5% real annual return (inflation-adjusted).

Projected Wealth at Age 65 £0
Financial Independence Target £465,000

*FI Target assumes you need £18,600/yr (your current expenses) at a 4% withdrawal rate.

What This Financial Planner Does

This tool combines income, taxes, monthly expenses, and savings into one view so you can see your monthly surplus and how that can grow into long-term wealth.

How to use it

This is an estimate for planning purposes (not financial advice). The output is most useful when your inputs are realistic.