Investment Cost Calculator

Simple, low cost investing

Our simple pricing structure makes it easy to understand your fees. Low cost investing with no hidden charges helps you keep more of the money you make.

Use the calculator to estimate your annual fees.

Calculate my fees

Use our calculator to estimate the fees you may pay to invest in our accounts. Our calculator uses new pricing introduced on 6 February 2024, if you became a Barclays Smart Investor customer before 6 February 2024, you may pay a different customer fee. If that’s you, you can use this calculator to help decide if you want to move to the new pricing by comparing the estimate below to your latest statement.

If you do wish to move to the new pricing please give us a call on 0800 279 3667.1 Please note once you request to move we cannot return you to your old tariff.

  1. Online transactions only. Telephone deals are £25 each. If you’re unsure which investment type you’ll hold, we can help explain investment types for you.
  2. With Smart Investor you can hold your investments in an Investment (Stocks & Shares) ISA, an Investment Account, a Self-Invested Personal Pension (SIPP) or a combination of these accounts. Find out more on our accounts.

Third party management fees are not included. Where applicable, product fees are taken from the value of the investment, so you won’t pay these fees directly. Please visit our FAQs for more info on how you pay fees.

A low cost way to invest

There is no charge to open an account. We have three types of investment account. Choose one to start with and then you can always add another one later on.

Investment ISA

Easy, tax-efficient, low-cost investing

Grow your money in a tax-efficient ISA. Invest up to £20,000 per year with a simple low annual charge and dedicated customer support.

Get started in minutes and secure your annual allowance with a debit card, a monthly Direct Debit or by moving money from your Barclays account. There’s no charge to hold cash if you need some time to decide where to invest. 

You can also transfer an existing ISA2to benefit from our award-winning ISA service.3


Self-Invested Personal Pension (SIPP)

A tax-efficient way to save for retirement

Our award winning Self-Invested Personal Pension (Best SIPP award 2022 at the Shares Awards) is designed to help you prepare for retirement.

Let us help you build your retirement pot and make your own investment decisions.

The value of investments can fall as well as rise. You may get back less than you invest. Tax rules can change and their effects on you will depend on your individual circumstances.