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Work out how much your savings will be worth.
The initial savings amount.
The monthly savings amount.
The average annual interest rate.
The average annual inflation rate.
The number of years to save over.
The amount to consider as the investment into the fund.
The expected annual rate of return of the investment.
Note: These calculations are only for illustrative purposes and are not a substitute for professional advice.
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28 Apr 2025
Figures published by HMRC have revealed that Inheritance Tax (IHT) receipts reached a record £8.2 billion in the 2024/25 tax year as a result of rising asset values.
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