Tax Planning

Tax Wrapper Comparison

ISA vs GIA vs Pension

Where you hold your investments matters as much as what you invest in. This calculator compares the after-tax outcomes of ISAs, pensions, and general investment accounts.

£50,000
6%
20

Frequently Asked Questions

Which wrapper should I use?
Generally: pension first (for the tax relief), then ISA (for flexible tax-free access), then GIA (for amounts above allowances). The optimal mix depends on your tax band, access needs, and retirement plans.

Want personalised advice?

Calculators provide useful estimates, but your financial plan should be built around your specific circumstances. Book a free consultation to discuss your situation.

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