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䌀 愀 猀 栀 䌀 愀 氀 挀<br />
䴀 愀 欀 攀 椀 渀 昀 漀 爀 洀 攀 搀 搀 攀 挀 椀 猀 椀 漀 渀 猀
䌀 愀 猀 栀 ˻ 漀 眀 ☀ 伀 渀 戀 漀 愀 爀 搀 椀 渀 最<br />
戀 礀 䌀 愀 猀 栀 䌀 愀 氀 挀
About<br />
The Cashflow & Onboarding module<br />
gives you access to some of CashCalc’s<br />
most popular tools and calculators,<br />
including the UK’s no. 1 cashflow<br />
planning tool.<br />
Built with client collaboration in mind,<br />
this module will help you look after<br />
your client from the very beginning<br />
and continue to add value throughout<br />
their journey.<br />
What’s included?<br />
Cashflow Modeller<br />
Integrations<br />
Data Capture Forms<br />
Client Profile<br />
Net Worth Statement<br />
Monte Carlo Simulator<br />
Mortgage & Equity Release<br />
Calculator<br />
Salary/ Dividend Tax Calculator<br />
State Pension Age Calculator<br />
Cashflow modeller (Basic)<br />
“We have found<br />
CashCalc’s<br />
cashflow reports<br />
to be simple to<br />
construct and,<br />
above all, easy<br />
for clients to<br />
follow and<br />
understand”<br />
Brighton Financial Ltd<br />
£50.00<br />
/ month + VAT per licence
吀 嘀 䌀 ☀ 䄀 倀 吀 䄀<br />
戀 礀 䌀 愀 猀 栀 䌀 愀 氀 挀
About<br />
The TVC & APTA (Transfer Value<br />
Comparator & Appropriate Pension<br />
Transfer Analysis) by CashCalc was<br />
developed in anticipation of the FCA’s<br />
PS18/6 mandates on DB pension<br />
transfers in 2018.<br />
Replacing TVAS (Transfer Value<br />
Analysis), the tool provides pension<br />
transfer specialists with a fully FCAcompliant<br />
tool to meet the<br />
requirements of the new guidelines.<br />
What’s included?<br />
Comprehensive TVC & APTA tool<br />
Fully-compliant calculations and<br />
processes in accordance with<br />
PS18/6<br />
Consideration for attitude to risk,<br />
tax implications and client<br />
circumstance<br />
Easy to read visuals<br />
“CashCalc is<br />
particularly wellplaced<br />
to create<br />
a user-friendly<br />
and clientfriendly<br />
tool to<br />
help advisers<br />
meet the FCA<br />
requirements on<br />
DB transfers”<br />
Rory Percival<br />
£30.00<br />
/ month + VAT per licence
䤀 渀 瘀 攀 猀 琀 洀 攀 渀 琀 琀 漀 漀 氀 猀<br />
戀 礀 䌀 愀 猀 栀 䌀 愀 氀 挀
About<br />
Our Investment package provides a<br />
wide array of tools to help you best<br />
advise your client on how to maximise<br />
their investments, and plan effectively<br />
for the future.<br />
What’s included?<br />
Life Insurance & Critical Illness<br />
Cover Calculator<br />
Income Protection/ PHI<br />
Calculator<br />
Stamp Duty Calculator<br />
Capital Gains Tax Calculator<br />
VCT Tax Relief Calculator<br />
EIS Tax Relief Calculator<br />
TER/ OCF Calculator<br />
Average Growth Calculator<br />
Average Annualised<br />
Performance Calculator<br />
Rental Yield Calculator<br />
Chargeable Gains Calculator<br />
School Fees Calculator<br />
“CashCalc is our<br />
‘go-to’ lifetime<br />
cashflow<br />
forecasting<br />
solution,<br />
because the<br />
simplicity leads<br />
to clients really<br />
trusting the<br />
inputs and<br />
therefore the<br />
outputs”<br />
The Investment Coach Limited<br />
£30.00<br />
/ month + VAT per licence
倀 攀 渀 猀 椀 漀 渀 琀 漀 漀 氀 猀<br />
戀 礀 䌀 愀 猀 栀 䌀 愀 氀 挀
About<br />
Your client’s eventual retirement and<br />
how their pension can support their<br />
lifestyle is likely one of their biggest<br />
concerns.<br />
Our range of Pension Calculators<br />
provide you with the necessary tools<br />
for an in-depth pension analysis. We<br />
have maintained our straightforward<br />
and intuitive design throughout, to<br />
ensure both you and your clients get<br />
the most out of CashCalc.<br />
What’s included?<br />
Level vs Indexed Annuity<br />
Calculator<br />
Early Retirement Calculator<br />
Pension Drawdown Calculator<br />
(Variable Income)<br />
Pension Drawdown Tax Payable<br />
Calculator<br />
Emergency Tax/ Month 1<br />
Calculator<br />
Pension Forecast Calculator<br />
Pension Carry Forward & Tapered<br />
Annual Allowance Calculator<br />
“I moved over to<br />
CashCalc from a<br />
competitor<br />
about 6 months<br />
ago and the<br />
interaction with<br />
clients has been<br />
transformed<br />
since then”<br />
Asset Management Financial<br />
Advisers Ltd<br />
£30.00<br />
/ month + VAT per licence
䤀 渀 栀 攀 爀 椀 琀 愀 渀 挀 攀 吀 愀 砀 䌀 愀 氀 挀 甀 氀 愀 琀 漀 爀<br />
戀 礀 䌀 愀 猀 栀 䌀 愀 氀 挀
About<br />
Our Inheritance Tax package gives you<br />
one of the most comprehensive tools<br />
to effectively and thoroughly analyse<br />
your clients’ assets, to best illustrate<br />
their estates liability to inheritance tax,<br />
and their estates future growth.<br />
What’s included?<br />
Inheritance Tax Calculator<br />
Plan for both first and second<br />
deaths of couples<br />
Considers individual’s assets and<br />
liabilities<br />
Takes into account 2016<br />
legislation<br />
“You can tell<br />
that this is<br />
something<br />
designed by<br />
practising<br />
financial<br />
planners with<br />
the end client<br />
fully in mind”<br />
Ribble Valley Financial Planning Ltd<br />
£30.00<br />
/ month + VAT per licence
伀 甀 爀 洀 椀 猀 猀 椀 漀 渀<br />
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刀 攀 最 椀 猀 琀 攀 爀 愀 渀 愀 挀 挀 漀 甀 渀 琀<br />
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䘀 椀 渀 搀 漀 甀 琀 洀 漀 爀 攀<br />
䤀 昀 礀 漀 甀 眀 愀 渀 琀 琀 漀 欀 渀 漀 眀 洀 漀 爀 攀 愀 戀 漀 甀 琀 䌀 愀 猀 栀 䌀 愀 氀 挀 Ⰰ 瘀 椀 猀 椀 琀<br />
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戀 漀 漀 欀 愀 渀 漀 渀 氀 椀 渀 攀 搀 攀 洀 漀 渀 猀 琀 爀 愀 琀 椀 漀 渀 ⸀<br />
䐀 椀 猀 挀 漀 瘀 攀 爀 洀 漀 爀 攀 愀 琀<br />
眀 眀 眀 ⸀ 挀 愀 猀 栀 挀 愀 氀 挀 ⸀ 挀 漀 ⸀ 甀 欀
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