Cashflow Modelling Calculators
Simple Cashflow
Use simple inputs to easily model your client’s incomes and spending patterns at their different phases of life and see the impact on their cashflow both in numbers and visually in charts.
Advanced Cashflow
For more sophisticated modelling Advanced Cashflow includes the facilities of the Simple version plus individual investment pots each providing income and/or growth with scheduled additions during accumulation stage of life and withdrawals in decumulation.
Cashflow Pro - Single & Couple
For the ultimate professional modelling Cashflow Pro has additional facilities to include loans, calculate taxation and model the buying & selling of assets. It also allows rules to define how to automatically invest cash surpluses and fund cash shortfalls. Separate versions for modelling a single individual and for a couple.
Taxation Calculators
Capital Gains Tax Calculator
Calculates the taxable gain and CGT liability for an individual from details of relevant investments & assets sold during the tax year.
Inheritance Tax Planner
Calculates the potential IHT liability and the effect of IHT planning to reduce it.
Capital Gains Tax Couple Planner
Calculates the optimal transfer of investments & assets between married couple or civil partners to minimise their total CGT liability.
Chargeable Events Calculator
Calculates the impact of chargeable events and the overall top slicing relief from any combination of withdrawals and encashments of onshore and offshore bonds during the year.
For details of the other calculators click on the links below:
Retirement & Pension and Property & Mortgage Calculators
Investment and Loan Calculators
Calculator Features