Cashflow Modelling
Modelling takes into account all the factors and events that may influence a client’s life. Advisers and clients can model the effects of any financial action or change, at any point in time, resulting in a visual, adaptable plan.
We can help you answer the questions:
- When can I afford to make the choice to carry on or to stop working?
- If I give some of my money to my children, will I still be able to live comfortably?
- What rate of investment return do I need to achieve my objectives?
- What is the inheritance tax bill likely to be for my estate and are there ways of reducing it?
- If I die or get seriously ill, what will be the financial outlook for my family?
Protecting your standard of living
Taking time now to answer questions about the future may seem daunting, but we believe that forward-planning is key to ensuring you can enjoy the standard of living in later life that you have now.