Resources

Tools

Lump Sum Investments Calculator


A quick and easy way to calculate the expected return on a lump sum investment. The figures provided by this calculator are for illustrative purposes only.

Complete the information required and click the 'Calculate' button.

Lump sum - (omit commas):

Duration of investment/saving - (e.g. 15):

Expected rate of return - (growth/interest rate numeric format - e.g. 5.0):

Charges - (e.g. 2.0):

Expected Return:

Amounts shown assume interest is paid without the deduction of tax.

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.

Financial Calculators


Investment calculator

Have a regular amount to save? Use this calculator to include monthly savings too.

CLICK HERE


School fees calculator

School fees have historically risen above inflation for many years. An early start on saving is essential.

CLICK HERE


Loan calculator

Calculate a loan's monthly repayment amount using annual interest rate and months of loan.

CLICK HERE


Mortgage calculator

This calculator can show you the monthly payments needed and the total amount repayable by the end.

CLICK HERE

       

Cookie Policy | Website Disclaimer | Privacy Policy

Number ONE, The Wincombe Centre, Wincombe Business Park, Shaftesbury, SP7 9QJ

Tel: 01747 859 411 • Fax: 0870 460 1279 • Email: clientservices@wessexim.co.uk

Wessex Investment Management Limited is authorised and regulated by the Financial Conduct Authority and entered on the FCA Register (https://register.fca.org.uk) reference 400509

Registered Office: Number One, Carnegie Road, Newbury, RG14 5DJ Registered in England & Wales No. 4132770. This site is intended for UK investors only. The FCA does not regulate Credit Cards, Will Writing and some forms of mortgage and Inheritance Tax Planning.

By clicking on any of the external links within this website you will leave the regulatory site of Wessex Investment Management Limited. The Company is not responsible for the accuracy of the information contained within the linked sites.

© 2020 Wessex Investment Management Limited