Cashflow analysis for the baby boomers

Cashflow analysis for the baby boomers

The at-retirement space is a growing market for all financial planners. Many of our clients have accumulated large pension assets and need to switch from accumulating capital inside pensions to decumulating the assets. With anuties at historical lows and have been continuing to fall over the recent years, the at-retirement market is booming for financial planners. 

Why use financial forecasting software?

Why use financial forecasting software?

AUDIO: ABR editor Rob Kingsbury interviews Andy Hart, founder of The Voyantist.com, on the use of financial forecasting software in financial planning, including in first client meetings. Total running time: 13.52 minutes Questions and time stamps 1. At what point did you start to use financial forecasting as a financial planner and why? (0.48) Upskilling Hands-on learning The complex UK … 

Strategy is where our value lies

Strategy is where our value lies

Having a love of financial planning and technology has led me to passionately embrace cash flow planning within my advice business. Seeing this market evolve within our industry has been exciting.

When assessing the impact of new technologies, I often look for examples outside the financial services space. Very similar to the financial advice industry but, 

IHT planning analysis

IHT planning analysis

Inheritance tax has been described as a voluntary levy paid by those who distrust their teirs more than taey dislike HMRC. This is a thought provoking statement. IHT is paid by approximately 16,000 estates and generates just over £3bn for HMRC. This figure is growing year on year, although, in comparison to other tasex, it is small change to the Treasury.