Helpful Guides

Expert tips and guides to help you in planning your retirement.

RetireEasy – New Income Tax Bands Applied to Your LifePlan

As I’m sure you are aware, today is Budget Day and the Chancellor of the Exchequer has announced some changes to Income Tax rates and thresholds. These have now been fed into the RetireEasy program and this will have had some impact on your LifePlan.

Please take a look at your charts and Snapshot to see if these changes indicate that you may need to make adjustments to your plans.

Also, we are pleased to tell you that the promised Spreadsheet download, a current year expenses table and a printable download summary of all of the assumptions and data that you entered, will be available for you to view and use this week.

As always, we at RetireEasy are striving to ensure that you have the benefit of the best product available, and these current free upgrades are just another step on the way to making the RetireEasy LifePlan a more valuable and comprehensive retirement planning tool.

In order to help us build an even better product, we would love to hear from you about your experience with our services, features, tools, and support, whether it be positive or negative! If there are any features that you would like to see included, please contact us at

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Retire Easy Ltd.

RetireEasy is the UK’s only independent retirement planning tool. LifePlan gives you an overview of all of your assets – including investments, pensions, savings, business assets and properties – and the income you will receive after liabilities such as debts, mortgages and income tax. It is not just a snapshot, but shows you how your finances will evolve throughout your retirement.

With Premium LifePlan you can model a Lifetime Mortgage, create and compare up to 10 scenarios of your financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and you can print user-friendly narrative reports.

RetireEasy was established in 2011 and has helped thousands of users to understand their finances throughout retirement and adjust their plans to ensure that their money will last.


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New features on RetireEasy.

Not yet retired?

You can now include all your additional savings, investments and Pension Contributions between now and your retirement, taking into account increasing these Additional Contributions year-on-year and stipulating whether these are one-off or recurring contributions. As always, you can revisit these projections and change them at any time either when your expectations change, or you have real numbers to replace projections already made.

New useful charts?

There are now three additional charts, further breaking down your assets and income.

Download your data in a spreadsheet?

You can now also download spreadsheets giving you the opportunity to view all of your entered information, and your entire LifePlan in one glance.

Sign up now