Financial Calculators

The calculators below offer the ability to utilise up to date financial calculating tools, to help demonstrate your investment possibilities.

Inheritance Tax Calculator

Risk Calculator

ISA Calculator

‘These figures are only examples and are not guaranteed – they are not minimum or maximum amounts. What you will get back depends on how the investment grows and on the tax treatment of the investment. You could get back more or less than this.

The results are based on an assumed annual growth rate of 5%, an initial charge of 5% and ongoing charges of 1.7%. They do not take account of inflation.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected an may fall as well as rise. You may get back less than the amount invested.

The favourable tax treatment given to ISAs may not be maintained in the future, as they are subject to changes in legislation.’

Retirement Calculator