Investment Calculator

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Growth Interest Rate (%)

Investment Duration (Years)

Regularly Monthly Investment (£)

Initial Lump Sum Investment (£)

Target Fund Value (if required) (£)

Your Results

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Note: Annual Management charges, and New Investment charges are ignored.

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on.


We’ve provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.

Please also note we do not store or see any of the information you input to these calculators.

Income Expenditure Calculator

Use this handy tool to look at your income and expenditure and help you set a budget.

Income Tax Calculator

Estimate your Income Tax liability, using our online calculator.

Inflation Calculator

Assess the impact of inflation on your savings over any term.

Inheritance Tax Calculator

Our online IHT calculator will help you calculate any potential IHT liability.

Investment Calculator

Use this handy calculator to estimate how an investment or savings plan might perform.

Loan Repayment Calculator

Calculate your loan repayments on a given loan amount for a specified interest rate.

Pensions Shortfall Calculator

Use this calculator to determine if there might be a shortfall in your pension fund when you retire.