Calculators

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.

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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Tax treatment varies according to individual circumstances and is subject to change.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.


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.

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