Report Writing
We are here to support you with your new business cases, providing research, analysis and report writing. We produce reports for retirement planning, at-retirement cases, investment switches, protection, estate planning and other alternative investment strategies.
The only area we do not cover is Defined Benefit Transfers.
Ongoing Review Service
We also provide an ongoing review service to ensure your annual reviews are up to date and fully compliant. We provide a full review service including gathering of information, presenting this in a client-friendly document, researching ongoing suitability and providing a full post review annual suitability report.
Cash Flow Analysis
Cashflow analysis is included in all pension cases as standard, as well as annual reviews which include pensions and retirement planning. This includes applying ‘stress tests’ and presenting the outcomes in a simple format for you to present to clients.
Tax Calculations
We provide bespoke tax calculations including:
- Inheritance Tax Liability
- Chargeable Gains Calculations
- Carry Forward and available Annual Allowance
- Income Tax Liability
- Capital Gains Tax Liability