JM Wakeling

01277 655 155

john.wakeling@jmwifa.co.uk

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 - ( 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.

Contact Us

J M Wakeling IFA
Church House, 46 High Street,
Billericay, Essex CM12 9BS

T: 01277 655155
F: 01277 655177
E: john.wakeling@jmwifa.co.uk

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If you would like to discuss your particular situation or to find out more about our services, please call J M Wakeling IFA today on 01277 655155 or email john.wakeling@jmwifa.co.uk to book your FREE consultation – we look forward to hearing from you.