Set For LifeBudget Calculator

Set For Life budget calculator · UK

Set For Life Budget Calculator – Plan £10,000 a Month

Build a monthly budget around the Set For Life £10,000-a-month prize. Enter housing, household bills, food, transport, family costs, travel, saving and other regular commitments to see how much of the monthly payment remains.

Standard top-prize payment £10,000 Per month for 30 years under the standard uncapped top-prize structure. This calculator starts from the monthly payment, not a £3.6m lump sum.
£10,000-a-month budget

Put the monthly prize against your own costs

All input figures are monthly. Use a blank budget or an illustrative starting example, then replace the figures with your own. The examples are not UK averages.

Monthly top prize£10,000Amount used by the calculator.
Annual payments£120,00012 standard £10,000 payments.
Top-prize term30 years360 standard monthly payments.
Nominal total£3.6mBefore allowing for changing purchasing power.

Monthly Set For Life budget

Inputs remain monthly. Use the result switch to view the same budget monthly or yearly.

Starting examples are illustrative only. They are provided to make the calculator quicker to test.
Housing & household

Home and regular bills

£0
£
£
£
£
£
Everyday costs

Food, transport and family

£0
£
£
£
Lifestyle

Optional regular spending

£0
£
£
£
£
Future allocation

Money you choose not to treat as living costs

£0
£
£
Budget breakdown

See which categories use the most of the monthly payment

The chart updates from your current inputs. Savings and investing are shown separately from living costs so the page does not treat money deliberately set aside as ordinary spending.

Savings projection

See what the monthly savings allocation could build over time

This section uses the amount entered under Savings and investing. It shows the annual contribution and an illustrative compound-interest balance after 1, 5, 10 and 30 years.

Saved each month £0 From the current budget.
Saved each year £0 Monthly amount × 12.
30-year contributions £0 Before any interest is added.
Illustrative annual interest:
PeriodPaid inProjected balance at 4%Interest added
1 year£0£0£0
5 years£0£0£0
10 years£0£0£0
30 years£0£0£0
How this is calculated: the model assumes the same amount is added at the end of every month, the selected annual rate stays unchanged, interest compounds monthly, and there are no withdrawals, fees or taxes. The 3%, 4% and 5% rates are examples only — they are not current savings-account offers or investment-return forecasts.
Fixed payment · changing costs

Test what happens if your living costs rise but the £10,000 payment stays fixed

This is a mathematical stress test, not an inflation forecast. It applies the selected annual growth rate to the living-cost fields in your current budget. Savings, investing, gifts and family help are excluded from the cost-growth calculation.

The standard Set For Life payment used here remains £10,000 a month throughout.

Today£0 costs£0 remains
10 years£0 costs£0 remains
20 years£0 costs£0 remains
30 years£0 costs£0 remains
What this calculator assumes

The calculator uses the standard Set For Life payment structure

Top prize £10,000 × 360 £10,000 each month for 30 years gives a nominal total of £3.6 million if the standard uncapped prize applies.

The National Lottery's Set For Life game-specific rules describe the standard top prize as a first £10,000 payment followed by an annuity providing 359 further monthly payments. The annuity cannot ordinarily be changed, surrendered or cashed in.

The rules also state that annuity payments contain capital and interest elements. The capital element is tax free and the interest element is subject to applicable tax; the standard annuity payment is defined as £10,000 after tax based on the tax rules referenced in those rules. This calculator therefore uses £10,000 as the monthly amount available to budget and does not attempt to calculate the annuity's internal tax treatment.

The standard second-tier prize also pays £10,000 a month, but for one year rather than 30 years. See the Set For Life prizes guide for all eight prize tiers and the exceptions that can apply when a prize is capped.

Inputs are monthly

Changing the result view to yearly multiplies the same monthly budget by 12. It does not change your input values.

£3.6m is nominal

It is the arithmetic total of 360 standard £10,000 payments. It is not a lump sum available on day one and it does not adjust for changing purchasing power.

Future totals assume no budget changes

The long-term unallocated figure assumes the budget stayed exactly the same for the selected prize term. Use it as a comparison, not a forecast.

Savings growth is optional

The main budget treats savings as an allocation. The separate savings projection can then apply an illustrative 3%, 4% or 5% annual rate to regular monthly contributions. It does not model a specific product, fees, tax or investment risk.

For the full payment rules, including lump-sum exceptions, tax wording and prize capping, see the Set For Life payout guide.

Set For Life budget questions

Frequently asked questions

How much do you get each month if you win the Set For Life top prize?

The standard top prize is £10,000 a month for 30 years. That means 360 monthly payments and a nominal total of £3.6 million if the standard uncapped prize applies.

Is £10,000 a month for 30 years the same as receiving £3.6 million now?

No. £3.6 million is the nominal total of the standard payments across 30 years. The standard prize is a monthly payment structure, not £3.6 million available as a lump sum on day one.

Can I use this Set For Life calculator with my own household costs?

Yes. Replace every example figure with your own monthly amounts. The example budgets are only starting points and are not presented as UK averages.

Does the budget calculator include savings and investing?

Yes. You can allocate part of the £10,000 monthly payment to savings and investing. The main budget treats that amount as an allocation, while the savings projection can show an illustrative balance at 3%, 4% or 5% annual interest over 1, 5, 10 and 30 years.

Why does the page separate living costs from savings?

Money used for rent, food or transport has been spent. Money deliberately moved into savings or investments has been allocated but may still form part of your assets. Showing the two separately makes the monthly budget clearer.

How does the Set For Life savings projection calculate interest?

It assumes the same savings amount is paid in at the end of every month and compounds monthly using the selected illustrative annual rate. It shows both the amount paid in and the projected balance, so the interest contribution is visible separately.

Does Set For Life increase with inflation?

The current standard top-prize rules define a £10,000 monthly payment rather than an inflation-linked amount. The future-cost test keeps the prize at £10,000 and lets you apply an illustrative growth rate to your living costs.

Is Set For Life tax free?

The top-prize rules are more specific than a simple yes or no. They state that annuity payments contain capital and interest elements: the capital element is tax free and the interest element is subject to applicable tax. The standard annuity payment is defined as £10,000 after tax based on the tax rules referenced in the rules. This calculator starts from the £10,000 monthly payment and does not calculate the annuity's internal tax treatment.

Can I take the Set For Life top prize as a lump sum?

Under the standard top-prize rules there is no ordinary option to cash in or surrender the annuity. Specific exceptions exist, including some non-resident, deceased-player and capped-prize circumstances. See the Set For Life prizes guide for the detail.

What does “unallocated over 30 years” mean?

It multiplies the current monthly unallocated amount by 360. It assumes your budget never changes and does not include inflation, investment returns or future changes to the prize rules, so it is a simple nominal comparison rather than a forecast.

Prize basis: this calculator uses the standard uncapped Set For Life top-prize structure described in The National Lottery's Set For Life Game Specific Rules, 2nd Edition effective 1 February 2024. It is a budgeting tool, not financial, tax or investment advice. Check the current official rules before relying on prize-payment details. Official Set For Life game-specific rules →