Savings & ISA

ISA Calculator

Project how your ISA savings grow with compound returns. Covers Cash ISA, Stocks & Shares ISA, and Lifetime ISA with the 25% government bonus.

£20,000 Annual AllowanceCompound GrowthLISA Government BonusYear-by-Year Projection

ISA details

Max £20,000 / year across all ISA types

UK market historical average: ~7% p.a. (not guaranteed)

Projected ISA balance after 20 years

£208,316

£120,000 contributions · £88,316 growth

Year-by-year projection

Contributions made at the start of each year, growth applied annually

YearContribution Growth Balance
Year 1£6,000£300£6,300
Year 2£6,000£615£12,915
Year 3£6,000£946£19,861
Year 4£6,000£1,293£27,154
Year 5£6,000£1,658£34,811

Frequently asked questions

How the ISA Calculator works

An Individual Savings Account (ISA) is a tax-free wrapper: interest, dividends, and capital gains earned inside an ISA are never subject to UK tax. This calculator shows how much of your £20,000 annual allowance you have used across different ISA types, and projects how your ISA portfolio could grow tax-free over time using compound interest.

The £20,000 annual allowance

The ISA allowance resets each tax year on 6 April and cannot be carried forward. You can split it however you like across a Cash ISA, Stocks and Shares ISA, Innovative Finance ISA, and a Lifetime ISA (up to £4,000 of your allowance). Unused allowance is lost permanently. Even £1 a day unused costs you £365/year of tax-free capacity.

Cash ISA vs Stocks and Shares ISA

A Cash ISA earns interest tax-free, making it especially valuable for higher and additional-rate taxpayers who have already used their Personal Savings Allowance (£500 for higher rate, £0 for additional rate). A Stocks and Shares ISA invests in funds, shares, or bonds — historically producing higher long-term returns than cash but with more short-term volatility. For money you don't need for 5+ years, a Stocks and Shares ISA typically grows significantly more.

The Lifetime ISA (LISA)

The Lifetime ISA is available to 18–39 year olds and adds a 25% government bonus (up to £1,000/year) on contributions up to £4,000/year. It can only be used to buy a first home (up to £450,000) or from age 60. Withdrawing for any other reason incurs a 25% government penalty which actually returns less than you put in. Use the Lifetime ISA Calculator to compare it with a pension for retirement savings.