Tell us how much money you need (in today’s terms), and when, and we will:
- Build a cash flow forecast using the information you have given us
- Work out how to meet your needs and what is required
- Suggest any changes needed to optimise your arrangements
- Identify future “banana skins” and consider how to mitigate them
- Monitor progress with our ongoing service.
Our award winning financial planning service will help you answer questions like:
- Will I have enough?
- How much help can I afford to give to my children?
- How might I be affected by different circumstances (living longer, declining markets, rising inflation etc)?
- What is the present liability to inheritance tax?
This will help to identify how much you need to save at an assumed rate of return and inform us what arrangements you should put in place now and for the future.