Predicted equalisation

I aim to do a pension drawdown each tax year so that my overall income including the drawdown is not quite big enough to start paying 40% tax.

Before I make my drawdown, I therefore need to estimate what my income will be from all other sources: bank interest, stock dividends, fund dividends etc.

Whilst I can determine what dividends have been paid on funds and estimate what dividends will be paid, I can't see how to forecast how much of the dividend will be classified as equalisation (and hence won't count as income) for those funds that I have purchased in the tax year in question.

Is there any way that I can do this?

Meet your Ambassadors


  • All Categories
  • 341.8K Banking & Borrowing
  • 249.7K Reduce Debt & Boost Income
  • 449.2K Spending & Discounts
  • 234K Work, Benefits & Business
  • 606.2K Mortgages, Homes & Bills
  • 172.5K Life & Family
  • 246.8K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 15.8K Discuss & Feedback
  • 15.1K Coronavirus Support Boards