Financial Tools

UK Investment Calculator

Model compound growth across ISAs, SIPPs and  investment accounts.

Investing

Share:

Choose  Investment Type

Parameters

Final Value
£44,665
£29,000
Investment Returns
+£15,665

Growth Projection

Year 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 10£0k£15k£30k£45k£60k
  • With Compound Growth
  • Without Growth (contributions only)
ISA Annual Allowance 2025/26
£20,000
Tax-free per person
Your Annual Contribution
£2,400

Proactive Tax Tips & Allowances

ISA allowance available: You're using £2,400 of your £20,000 annual ISA allowance. Unused allowance doesn't roll over - use it or lose it each tax year.

Investing

Dividend Allowance: If investing outside an ISA/SIPP, the first £500 of dividend income is tax-free. Above that, dividend tax rates apply (8.75% basic, 33.75% higher, 39.35% additional).

Projections are for illustrative purposes only. Returns are not guaranteed. Tax treatment depends on individual circumstances. This is not financial advice.

Share: