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Stocks and Shares ISA Calculator

question

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Do you currently have a Stocks and Shares ISA portfolio from a previous tax year?

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Please provide an approximate breakdown of your existing Stocks and Shares ISA Portfolio

You have approximately the following in your current Stocks and Shares ISA
Guide

This doesn’t need to be super precise value, ballpark estimates is totally fine

πŸ‡¬πŸ‡§ Great Britain
πŸ‡ΊπŸ‡Έ United States
πŸ‡ͺπŸ‡Ί EU
🌍 World
πŸ’· Cash
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How much do you plan to invest this tax year in your Stocks and Shares ISA?

Also include an estimate on how many trades for each security

You plan to invest the following this tax year into your S&S ISA
Guide

If you are new to investing or unsure, just allocate your full budget to the UK Stocks/ETFs line and 4 trades (we’ll assume once per quarter). Your full Stocks and Shares ISA allowance for the tax year is Β£20,000

Notice

The limit to buy is up to Β£20,000

πŸ‡¬πŸ‡§ Great Britain
πŸ‡ΊπŸ‡Έ United States
πŸ‡ͺπŸ‡Ί EU
🌍 World
πŸ’· Cash
Step 1 Step 2 Step 3 Step 4

Do you plan to sell any securities this tax year?

Step 1 Step 2 Step 3 Step 4

How much do you plan to sell this tax year in your Stocks and Shares ISA?

You plan to sell the following this tax year in your Stocks and Shares ISA
Guide

If you are new to investing or unsure, just leave this section blank

Notice

You can't sell more then you entered in previous steps.

πŸ‡¬πŸ‡§ Great Britain
πŸ‡ΊπŸ‡Έ United States
πŸ‡ͺπŸ‡Ί EU
🌍 World
πŸ’· Cash
Step 1 Step 2 Step 3 Step 4

Here is what you have told us

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