Net Worth (Now)

—

Liquid Assets

—

Illiquid Assets

—

Debts

—

Profile & Assumptions

Profile (Ages)

Current Age

Projection End Age

Inflation & Withdrawals

Inflation (%)

Annual Withdrawals (today £)

Property

Home Value

Mortgage Balance

Mortgage Paydown (yr)

BTL Value

BTL Loan

BTL Paydown (yr)

Property Growth (%)

Liquid Assets

Cash

Stocks & Shares ISA

Other Liquid

Liquid Growth (%)

Pensions

Pension Pot (DC)

Pension Growth (Pre-Draw, %)

Pension Growth (Post-Draw, %)

Drawdown From Age

Income

State Pension Age

State Pension (today £/yr)

Other Income (today £/yr)

Retirement Insights

Sustainable Income (today £/yr)

—

Pension at Draw Age

—

Debt-free Age

—

Net Worth at End Age

—

% Liquid Today

—

Shortfall Risk

—

Income uses a simple 4% rule + State/other income, shown in today’s £. Illustrative only.

Projection: Net Worth, Liquid, Property vs Age