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Tax-Free Lump Sum Calculator
Work out how much of your pension pot you could take as a tax-free lump sum. Under current UK rules, you can usually take 25% of your pension pot tax-free from age 55 (rising to 57 from 6 April 2028).
Your details
£
The current value of the pension pot you want to calculate for. Check your latest pension statement or log in to your provider's website.
Your results
Tax-free lump sum (25%)
£0.00
- Remaining in your pot (75%)This remaining amount would be subject to income tax when you withdraw it
- £0.00
- Total pension pot
- £0.00
This calculator provides an illustration based on the standard 25% tax-free entitlement. Your actual entitlement may differ if you have defined benefit pensions, lifetime allowance protections, or other special circumstances. This is not financial advice.