Planning

We start with you. Where are you now? And where do you want to be? Together, we’ll map your journey and target your destination.

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We’ll map out your financial future using sophisticated cash-flow modelling. You’ll see your finances come alive.Using the TRUTH cash flow modelling tool, we can show you a projection of your financial future. 

Net Worth Statement

View a detailed list of your assets and liabilities, and project all the values forwards.

Income
Statement

View a detailed list of current and projected inflows with Tax and N.I. calculations.

Expenditure Statement

View a detailed list of current and projected expenditure.

Cashflow Statement

Lifelong cashflow projection.

Pensions Statement

Check pension crystallisations, contributions, annual and lifetime allowances. All brought to life through dynamic charts.

DB Transfer
Tool

Overlay cash flow charts to compare taking CETV with remaining in DB scheme, including death catastrophes to aid APTA

Growth
Calculator

Calculate how much more (or less) growth is needed on selected investment types to achieve a desired cashflow position.

Estate Planning Statement

Show your client what will happen to their estate on death. Who gets what and how much IHT to pay.

Net Worth Statement

View a detailed list of your assets and liabilities, and project all the values forwards.

Income
Statement

View a detailed list of current and projected inflows with Tax and N.I. calculations.

Expenditure Statement

View a detailed list of current and projected expenditure.

Cashflow Statement

Lifelong cashflow projection.

Pensions Statement

Check pension crystallisations, contributions, annual and lifetime allowances. All brought to life through dynamic charts.

DB Transfer
Tool

Overlay cash flow charts to compare taking CETV with remaining in DB scheme, including death catastrophes to aid APTA

Growth
Calculator

Calculate how much more (or less) growth is needed on selected investment types to achieve a desired cashflow position.

Estate Planning Statement

Show your client what will happen to their estate on death. Who gets what and how much IHT to pay.