• ISAs
  • ISA Calculator

ISA Calculator

Use our ISA calculator for a quick and easy way to see how much your monthly or annual ISA investments could be worth in the future.

Option 1 will show you how much your monthly or annual investments could add up to over the time period you want to invest. Or, use Option 2 to enter a goal savings figure and see how much you need to save each month or each year, to reach it.

 

Tell us how much you want to save each month or each year, and how long you are looking to invest for, and we'll show you its potential end value at growth rates of 2%, 5% and 8%, and with example initial and ongoing charges. Re-calculate with different amounts as many times as you wish.

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Maximum allowances for the 2015/16 tax year are £1,270 per month, or £15,240 for the year

The ISA calculator

The figures shown are only examples and not guaranteed, such forecasts are not a reliable indicator of future performance. They are not minimum or maximum amounts.  What you get back will depend on how your investments grow, how much you invest and will depend on the charges incorporated for your investments.  You could get back more or less than the calculator indicates. Please note that inflation will reduce what you can buy in the future with the amounts shown. 

The value of investments can fall as well as rise and you may get back less than you invest. Tax savings and eligibility to invest in an ISA will depend on personal circumstances and all tax rules may change in the future. Fidelity does not give advice, if you are unsure of the suitability of an investment, please contact an authorised financial adviser.

Transfer investments to us and earn £100 to £1,000 cashback

If you have ISAs with another provider, we’ll pay you £100 to £1,000 cashback if you decide to transfer them to us (terms and conditions apply).

Then, once you’ve finished, you could be eligible for more cashback by transferring any pensions over to us.

In addition to any extra cashback you may receive, the added bonus is that by managing all of your investments in the same place, you make your life a whole lot simpler.

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Low-cost service fee

Please remember, the value of tax savings in a ISA depends on personal circumstances.

Want to speak to someone?

If you have any questions, please call our freephone UK-based team.

Here to help

0333 300 3350

Monday to Friday, 8am to 6pm
Saturday 9am to 6pm.

Please be aware that we cannot give advice. If you want a recommendation please see an authorised financial adviser. Different terms will apply.

Important information about the cashback offer

The maximum cashback we’ll pay is £1,000 but not all customers will receive this amount. The actual cashback you’ll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for cashback is £50,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim any payments which were made to you as part of this offer. Assets held in an existing Fidelity pension, including the Fidelity Personal Pension provided by Standard Life, the EBS SIPP and any defined contribution pension scheme held through Fidelity are not eligible for the cashback offer. This offer is valid for qualifying applications received between 30 December 2016 and 03 March 2017.

Full terms and conditions