What is cashflow planning?

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What is cashflow planning?

Cashflow planning is the process of looking at your current financial situation and planning ahead for the future. So whether you’re looking to retire early, take that once in a lifetime holiday, help children through education or even purchase a house in the country, cashflow planning will help you make informed decisions.

Think of it like a satnav in your car, not only will it help you understand where you are and where you want to go, but it will help highlight different options and help you cope with any potential roadblocks along the way.

Cashflow planning works on exactly the same principle. Gone are the days of complex spreadsheets full of numbers instead you’re met with powerful visual graphs which make absolute sense and if you do want more detailed information it’s all there for you.

A comprehensive report combines everything you’re looking for and more, empowering you to make the right decisions to do the things you’ve always wanted.

Please get in touch with us to have a chat about how cashflow planning can help you.

Our existing cashflow modelling clients can log in to the cashflow plans here: https://investretire.uk/portal

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Notices:

Our posts are intended as financial education and financial information, not as financial advice, and are only suitable for UK residents. Always take professional, independent advice before acting on any information.

Investment & Retirement Solutions Ltd is authorised & regulated by the Financial Conduct Authority.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors may get back less than the amount invested. Past performance is not a guide to future performance.

Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.

The Financial Conduct Authority does not regulate taxation and trust advice, will writing, advice on deposit accounts, some types of offshore investment, some aspects of buy to let mortgages, commercial finance or offshore mortgages.

Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor. Unless specifically stated otherwise, our posts do not allow for the additional taxation powers which may be levied by the devolved governments.

All information is offered in good faith and is believed to be correct at the time of publication however it may be superseded following publication. E. & O. E.

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