Advanced Investment Calculator

This calculator works out how much you need to save or invest in order to reach a target amount. You'll need to input your target amount, the term in years, and the rate of return or interest rate that you expect to achieve. You can increase your target by inflation and assume annual increases to your contributions.

If you don't need the additional options, use the simple version of our calculator.


£.00
Required - the amount of money required in the future.

years
Required - the number of years for contributions.

%
Required - the annual investment return.

%
Required - the rate that you will increase your contributions each year. Input zero for no increase.

%

Required - if you want to increase your target amount by inflation. Input zero for no increase.


Important notes

All investment carries an element of risk and investment returns are not guaranteed.

The value of investments can go down as well as up.

You should use the rate of return that you expect to achieve after tax and charges have been deducted.

Seek advice from a professional financial adviser for a specific recommendation on where you should save or invest your money.