Cashflow forecasting
Cashflow forecasting is endlessly flexible and takes account of your personal preferences to help inform decisions in various scenarios.
Visualise your future
We can provide you with a cashflow forecast to help you to visualise your current financial situation as well as what your future might look like by visually displaying the effects of events in your life such as retirement or job loss.
For example,
you might want to determine the impact of moving to a smaller property at some point – perhaps when your children are financially independent, or when you retire.
Forecasting in this way can also help you to determine your optimum retirement age and how best your retirement income might be funded.
Or, when considering how to pass on your wealth, this type of forecasting can also embrace estate planning, allowing you to put plans in place that can mitigate any potential Inheritance Tax liability.
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