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Our easy-to-use ISA Calculator

Having a good idea of what your ISA will be worth in 10 or 20 years’ time and how much your stocks and shares could grow in the future, is really important if you’re working towards specific long-term financial and lifestyle goals.

If you can reasonably estimate the likely returns on your investments, you’ll be in a much stronger position to make the right financial decisions and achieve key targets, such as buying a property or expanding your portfolio.

That’s why we’ve developed an easy-to-use ISA Calculator, so you can get the clarity you need and feel confident about achieving your ambitions.

Our friendly team of specialist financial advisers are on hand to help you make the most of this highly flexible and tax-efficient investment option. So if you have any questions about managing your ISA and how to reach your goals, please don’t hesitate to get in touch.

ISA Calculator

Please note that these calculations are based on a Stocks and Shares ISA.

This item is for guidance purposes only.

It is not a projection and should not be treated as such.

St. James's Place cannot accept responsibility for any loss which may occur as a result of reliance on this information.

It is based on our understanding of current legislation and HMRC practice. It does not constitute legal or taxation advice.

This is based upon expected growth rate of the investments, inflation and management fees which have been input.

The value of an ISA with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The favourable tax treatment of ISAs may be subject to changes in legislation in the future.

Fields marked with an * are required

Amount to invest each month
£100 per month
(£1,200 per year)
Time period of contributing to ISA
10 years
Growth Rate (%)
Management Fee (%)
Existing Fund
Inflation (%)

Estimated ISA value after 10 years

Total contribution after 10 years

If you would like to speak to someone about your results click here to book a meeting.

 

Assumptions:

  • These figures are only examples and are not guaranteed - they are not minimum or maximum amounts. What you will get back depends on how the investment grows and on the tax treatment of the investment. You could get back more or less than this.
  • The value of an investment with St. James's Place will be directly linked to the performance of the funds selected an may fall as well as rise. You may get back less than the amount invested.
  • The favourable tax treatment given to ISAs may not be maintained in the future, as they are subject to changes in legislation.

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