Plan your goals, make the most of your ISAs and see if you're on track to retire
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This planner brings your whole savings picture together in one place. It works out how much you need to put away each month for up to 12 savings goals and tells you whether each one is on track; it lists every savings account and ISA you have, tracks your ISA and Lifetime ISA allowances for the tax year, flags low rates and maturing accounts, and estimates the tax on your savings interest. Then it looks further ahead: your State Pension, workplace and personal pensions, final salary pensions and ISAs are projected year by year to age 100 in today's money, with drawdown, 25% tax-free cash and income tax in retirement – so you can see whether you'll reach the retirement income you want, and what to do if you won't.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Your age, tax year, income, spending and assumptions used everywhere else. What you do: fill in the yellow cells.
Step 2
Up to 12 goals with monthly saving needed and status. What you do: enter each goal.
Step 3
All your accounts, ISA allowance tracker, tax on interest and savings by type. What you do: enter each account.
Step 4
State Pension, pension pots, defined benefit pensions, target income, drawdown choices and the results. What you do: fill in the yellow cells.
Who it is for
Quick start
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You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your download link arrives as soon as payment clears.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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