![]() ![]() If we both died tomorrow how much death tax would we owe? And what can we do about it? What investment return today do I need to never run out of money? Can I give my daughter £30k to buy a house - will I need this money later? Can I work part time and then retire in five years' time? Questions that lifetime cashflow software can answer Once all the raw data and assumptions have been added, we can begin the process of examining the outputs and see how close you are to achieving your lifetime goals. ![]() The three most important assumptions used in private client long-term financial forecasting are: This is where our expertise comes into play. In order for the outcome to have meaning we use certain assumptions on the items entered. We then look at your current and future expenditure: To start, we enter your raw financial data: So the more detailed you can be, the more strategic and realistic the planning will become. The software works by calculating anything that requires time, money or planning to achieve. So an important feature of this software is it that it is completely collaborative and fluid. Real life is unpredictable and ever changing. How does cashflow planning software work? ![]()
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