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Based on the 4% rule

Rule of 25 Calculator

Slide your annual spending and your FIRE number responds instantly — 25 times your expenses, with the safe 4% withdrawal it supports. No forms, no submit button.

Annual spending in retirement£
£0£60k£120k

Include basics, housing, healthcare, travel and a buffer for the unexpected.

Or pick a lifestyle

LeanFIRE keeps spending frugal; fatFIRE funds a more luxurious retirement — and a proportionally larger portfolio.

How spending moves the target

Your FIRE target (spending × 25) across a range of annual spending levels around your current figure.

Loading chart...

Your FIRE number

£750,000

25 × your £30,000 annual spending

Safe annual withdrawal (4%)

£30,000

That's per month

£2,500

Withdrawing 4% of this portfolio in year one — then adjusting for inflation — has historically lasted 30+ years without running out.

Cutting spending is the most powerful lever: it shrinks the target and boosts your savings rate at the same time.

A rule of thumb, not a guarantee · how we calculate this

How this calculator works

The Rule of 25 multiplies your expected annual expenses in retirement by 25 to give a target portfolio size. It is the inverse of the 4% safe withdrawal rate: withdrawing 4% of your starting portfolio each year, adjusted for inflation, has historically lasted at least 30 years across most market conditions studied.

The rule assumes average long-term market returns and a balanced portfolio. In periods of poor performance you may need to withdraw less, and your spending will change over a long retirement — review your expense estimate regularly. Many UK investors prefer a more conservative 3–3.5% rate, which implies saving 28–33 times annual expenses.

Disclaimer: This calculator provides estimates only and should not be considered financial advice. The calculations are based on the 4% rule, which is a general guideline and may not be suitable for all retirement scenarios. The calculator assumes a constant rate of return and does not account for market volatility, inflation, changes in spending patterns, or unexpected expenses. The 4% rule may not be appropriate for all market conditions or personal circumstances. Please consult with a qualified retirement planner for personalized advice regarding your retirement strategy.

Frequently Asked Questions

Disclaimer: These calculators provide estimates for informational purposes only and do not constitute financial advice. Calculations use 2026/27 UK tax rates and thresholds sourced from HMRC and GOV.UK. Results are illustrative and may not reflect your personal circumstances. For personalised advice, consult an FCA-authorised financial adviser.