How can cash flow planning help?

With the help of intelligent software, we can take your financial information (such as income, outgoings, assets, liabilities) and map it out over your lifetime to see how your finances are impacted over time by various factors; such as inflation, investment performance and retirement income.

The following are popular scenarios clients have used cash flow planning for:

• Whether it's affordable to retire early / when you might run out of money
• Investing in the stock market vs buying a rental property
• The impact of inheritance tax over time vs putting things in place to reduce your liability
• General tax planning
• The impact of your own finances longer term if you gift money to your children
• Whether you are on track to meet your general financial goals
• Paying off your mortgage early vs saving into pensions/investments
• The impact of inflation on your savings
• Planning for future potential care costs