Other cashflows show you a graph.
We tell your client’s story.
One client record. Twenty-one tools. A lifetime plan your client will actually read.
A live, one-to-one walkthrough on a real client case.
Hours back,
every week.
No re-keying the same client into one calculator after another. Set the client up once, and every tool opens already filled in. Most calculations take 30 to 60 seconds.
- 1Set up the client onceA single client or a couple: income, pensions, investments and goals.
- 2Open any toolIt's already filled in. Nothing to type twice.
- 3Get the answerResults and a client-ready report, with every assumption shown.
Twenty-one tools. One client.
Retirement, pensions, tax, investments and estate planning, in one place.
Cashflow & retirement
10- StoryLine
- Income Sustainability
- Annuity Income Comparison
- DB Income Comparison
- Deferred Benefit Revaluation
- Capital Builder
- Pension Withdrawal Tax
- Emergency Tax
- UFPLS vs FAD
- Effective Tax Rate
Pensions
4- Annual Allowance
- Salary & Bonus Sacrifice
- Transitional Protection
- Initial Advice Charge
Investments & estate
5- Top Slicing
- Bond Withdrawals
- Inheritance Tax
- IHT Gifting
- Capital Gains
Debt & reference
2- Debt Repayment
- Rates & Assumptions
More on the way.
Coming to CalcSuiteSeven more tools and two kinds of letter are already built or in build. Each one plugs into the same client record, so it arrives already filled in.
- 10-year periodic tax charge
- Absolute growth calculator
- Protection needs analysis
- Director profit extraction
- Household budget
- Cost of delay
- Charges comparison
- Short process withdrawal letters
- Letters of Authority
Every plan becomes a story.
Chapter by chapter, in plain English. Ready to hand to your client.
Show how the plan holds up, before your client asks.
One click each. Every scenario recalculated in full, side by side.
The moments that matter, in order.
Retirement, State Pension, the last mortgage payment. What pays for each year, and what it costs in tax.
Speaks your language.
