Disclaimer

The calculator gives estimates for planning. It is not financial, tax, investment or legal advice, and using it does not create any advisory relationship.

Projections assume the growth rate you enter, applied evenly. Real share prices do not behave that way, and a projection is not a forecast of what your shares will be worth.

Tax outcomes depend on your own circumstances, your plan’s rules, and where you live and work. Your plan document and your employer’s terms override anything stated here.

Rates and limits change. We check them each tax year and when they move, but check the position with HMRC, the IRS or a qualified adviser before acting on a number.

We accept no liability for decisions made using this site.