Wealth Calculator
Simple tools to help you plan your financial future and track your progress toward your wealth goals.
Target Wealth Calculator
Calculate how much you need to invest yearly to reach your target amount.
£
20 years
£
Total return: 9.0% (Capital appreciation + Dividends)
ⓘ
Inflation reduces the real value of money over time. This affects the real return on investments and the future purchasing power of your target amount.
Real return: 6.9% (after inflation)
Results
Annual Investment Needed
£0
per year
Monthly Investment
£0
per month
Total Contributions
£10,000
Investment Growth
£990,000
Wealth Growth Projection
This breakdown shows how your investment would grow over 20 years with an initial investment of £10,000 plus annual contributions of £0, based on 7% capital appreciation and 2% reinvested dividends, with 2% annual inflation.
Year | Starting Value | Contribution | Capital Growth | Dividends | Ending Value | Real Value |
---|