A quick and easy way to calculate how much a lump sum of money and regular monthly payments may be worth in the future given an expected rate of return. The figures provided by this calculator are for illustrative purposes only.
Complete the information required and click the 'Calculate’ button.
Initial lump sum* - (amount - omit commas): £
Regular monthly contribution* - (amount– omit commas): £
Expected rate of return - (e.g. 4.75):
Number of saving years - (e.g. 15):
* You may leave either the lump sum or regular monthly payment empty but not both.
The calculation is based on compound interest, capitalised on an annual basis and does not take into account taxation.
Results are for your general information and use only and are not intended to address your particular requirements. Results should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate results and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of using this calculator. Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested.
Goldwyns Wealth Management Ltd
Rutland House, 90-92 Baxter Avenue,
Southend-on-Sea, Essex SS2 6HZ
Tel: 01702 353071
To download our complimentary financial magazine simply register your name and email address below.
The material on the site is the copyright material of Goldwyns Wealth Management Ltd. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Goldwyns Wealth Management Ltd content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Goldwyns Wealth Management Ltd does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Goldwyns Wealth Management Ltd content requires the prior written permission of Goldwyns Wealth Management Ltd.
Goldwyns Wealth Management Ltd, Rutland House, 90-92 Baxter Avenue, Southend-on-Sea, Essex SS2 6HZ
Tel: 01702 353071 Email: firstname.lastname@example.org
Goldwyns Wealth Management Ltd is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax or trust advice, deposit accounts, will writing or power of attorney. Registered in England & Wales number 02418296
This site is for UK Residents only.
Website design by Goldmine Media