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UK pension transfer estimator

A rough sketch of UK pension drawdown vs QROPS, with Iberian tax treatment overlaid. For sense-checking only, not advice.

£400,000
£24,000
Gross drawdown
£24,000
Est. country tax
£4,311
Net to you
£19,689
Years of drawdown at this rate
16.7 yrs
Assumptions
  • Progressive 2026 scales; € thresholds applied 1:1 to £ inputs (slightly conservative). Treaty mechanics simplified.
  • Spain: pension drawdown is general-scale income. Beckham Law does NOT shelter pension income — do not move for it.
  • Portugal: IFICI gives pensions no special treatment (the old NHR pension deal closed end-2023). €4,462 pension deduction applied.
  • Gibraltar: Cat 2 carries a £37,000 minimum household tax whatever you draw — it only makes sense with £125k+ total income.
  • The 25% UK tax-free lump sum is taxable in Spain and Portugal once resident — take it while UK resident (covered in the playbooks).
Email yourself these results

Plus the 2026 figures behind them, and updates when thresholds change.