EQUITY AND INVESTMENT CALCULATOR
EQUITY AND INVESTMENT UK Seller Calculator
See what a lump sum and a monthly contribution could grow into, after charges, with a free investment calculator and a downloadable Excel workbook
Equity and Investment Calculator
Compounding is growth earning growth. Start with a lump sum, add the same amount every month, and see where the pot could land, after the annual charges most calculators quietly leave out.
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Enter a lump sum or a monthly amount, and a number of years.
Total paid in –
Growth, after charges –
A projection, not a promise. Monthly compounding, contributions at month end, after the annual charge you enter, before inflation and tax. Investments can fall as well as rise and you may get back less than you put in. This is not personal financial advice; for regulated investment advice speak to an FCA-authorised adviser.
Take this calculator into Excel
The workbook version re-runs your plan at seven growth rates side by side, unrolls it year by year for up to 30 years so you can watch growth overtake contributions, and keeps charges in the arithmetic throughout.
Download the Excel workbook Wondering about the tax side, ISAs or pensions? Get in touchFAQs
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We provide bookkeeping, VAT returns, payroll, tax filings, annual accounts, and advisory services — tailored to freelancers, SMEs, and ecommerce businesses.
Yes. Every client works with a named accountant who knows your business inside out. You’ll never deal with call centres — just direct, personal support.
We’re certified partners with Xero and QuickBooks. Our digital-first approach means you’ll always have real-time access to your financial data.
We offer fixed monthly packages with no hidden fees. Pricing depends on your business size and the level of support you need — but you’ll always know exactly what you’re paying for.
Absolutely. We handle VAT, corporation tax, self-assessments, and payroll tax. We also manage HMRC correspondence on your behalf to ensure you never miss a deadline.
No. While many of our clients are London-based, we also support businesses across the UK and ecommerce sellers worldwide through our cloud-based systems.
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An acquisition partway through the year still counts as an associated company for the whole accounting period. What that does to your thresholds, and to your tax bill.
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