Investment Calculator
Project the growth of your investments with my free investment calculator. ISA, pension and general investment options.
Estimates only • FCA Guidelines Applied • Capital at risk
Lump sum investment
Regular monthly investment
1-50 years
Conservative: 5-7%
Bank of England target: 2%
UK Tax Considerations 2026
✅ Within ISA annual allowance (£20,000)
• Tax-free growth and withdrawals
• No personal allowance restrictions
Investment Strategy Tips
• Diversify across asset classes
• Consider your risk tolerance
• Regular investing reduces volatility
• Review investments annually
• Consider tax-efficient wrappers
• Past performance is not a reliable indicator of future returns
• Inflation may reduce the purchasing power of your investments
• Tax rules and allowances may change
• Consider seeking independent financial advice
Need investment advice?
I can help you build a diversified investment portfolio tailored to your goals and risk tolerance, review your existing investments, and ensure your strategy aligns with your financial objectives.
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This calculator provides estimates only and is not financial advice. Investment returns are not guaranteed and markets can be volatile.