Resources

Here is a collection of legal documents, example PDF reports produced by our calculators, along with press releases and news articles regarding CashCalc.

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Data Capture Form - Basic

(File size: 33kb) Download

Data Capture Form - Detailed

(File size: 37kb) Download

Data Capture Form - Full Fact Find

(File size: 38kb) Download

Keep DB and take at age 60

(File size: 201kb) View

Keep DB and take at age 55

(File size: 204kb) View

Transfer DB to SIPP take at age 55 4% growth

(File size: 196kb) View

Transfer DB to SIPP take at age 55 2% growth

(File size: 189kb) View

Transfer DB to SIPP take at age 55 6% growth

(File size: 223kb) View

Sample TVC Report

(File size: 202kb) View

Sample Compact TVC Report

(File size: 50kb) View

£10,000 v £6,700 with 4% inflation

(File size: 106kb) View

£10,000 v £6,700 with 2% inflation

(File size: 106kb) View

NHS retire 3 years early - BEFORE tax

(File size: 113kb) View

NHS retire 3 years early - AFTER tax

(File size: 117kb) View

£200,000 Pension - cash it all in??

(File size: 89kb) View

£250,000 pension £15,000 + £7,000 income 5% return

(File size: 80kb) View

£250,000 pension £15,000 + £7,000 income 4% return

(File size: 86kb) View

£250,000 pension £12,000 + £7,000 income 4% return

(File size: 86kb) View

£150,000 Pot Cautious Risk

(File size: 1MB) View

£150,000 Pot Moderate Risk

(File size: 2MB) View

£150,000 Pot High Risk

(File size: 2MB) View

£25,000 salary, £45,000 pension FULL encash

(File size: 22kb) View

I want £1,000 per month in retirement

(File size: 22kb) View

£120,000 NHS plus £100,000 private - overfunded pension?

(File size: 54kb) View

£120,000 NHS plus £40,000 private - overfunded pension?

(File size: 54kb) View

£115,000 income, £90,000 employer contribution - a problem!

(File size: 54kb) View

Put £5,000 into PPP personally not employer - fix problem!

(File size: 54kb) View

State Pension Age Example

(File size: 21kb) View

123 High Street - £250,000 MGE 2.49% over 15 years

(File size: 42kb) View

£250,000 MGE plus protect 2 children

(File size: 23kb) View

NHS income MAYBE NHS pension early - protect income

(File size: 24kb) View

Only SSP now - provide MAX cover

(File size: 23kb) View

123 High Street - Residential Purchase

(File size: 22kb) View

123 High Street - BTL Purchase

(File size: 22kb) View

123 Royal Mile Edinburgh (Scottish LBTT)

(File size: 22kb) View

Just Home and some Cash - NO Children

(File size: 28kb) View

Just Home and some Cash - YES Children

(File size: 28kb) View

Home, Cash, DC Pension, Life Cover

(File size: 28kb) View

Sell BTL - Was own home for part ownership

(File size: 24kb) View

£30,000 with 20% banding plus pension and student loan

(File size: 23kb) View

Teachers and state pension - how much tax?

(File size: 23kb) View

Rugby Player - £50,000 for 5 years

(File size: 67kb) View

Teachers and State Pension - make non tax payer for life

(File size: 67kb) View

Rugby Player - £50,000 for 4 years

(File size: 60kb) View

£200,000 EIS claim, £60,000 tax relief and defer some CGT

(File size: 60kb) View

Our Bespoke Portfolio

(File size: 22kb) View

Existing Fund - No Advice

(File size: 22kb) View

Exisitng deposits

(File size: 21kb) View

Suggested alternative deposits

(File size: 21kb) View

£450,000 Bond with 5% withdrawal

(File size: 21kb) View

BTL Rental Portfolio

(File size: 72kb) View

Onshore Bond Example

(File size: 44kb) View

Offshore Bond Example

(File size: 44kb) View

University Saving

(File size: 42kb) View

Advanced Lifetime Cashflow Modeller

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Average Growth Calculator

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Capital Gains Tax Calculator

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Early Retirement Calculator

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EIS Tax Calculator

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Income Protection / PHI Calculator

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Inheritance Tax Calculator

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Level vs Indexed Annuity Calculator

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Life Insurance & Critical Illness Cover Calculator

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Lifetime Cashflow Modeller

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Emergency Tax "Month 1" Calculator

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Monte Carlo Simulator

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Mortgage & Equity Release Calculator

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Pension Carry Forward Calculator

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Pension Drawdown (Tax Payable) Planner

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Pension Forecast Calculator

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Pension Drawdown (Variable Income) Calculator

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Rental Yield Calculator

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Salary / Dividend Tax Calculator

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School Fees Calculator

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Stamp Duty Calculator

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State Pension Age Calculator

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TER / OCF Calculator

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VCT Calculator

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R&D Tax Credits Documentation

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R&D Tax Credits Definitions

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Ray Adams' Presentation Slides

(File size: 2,056kb) Download

CashCalc hits 10,000 account holders

(File size: 82kb) View

CashCalc set to launch TVC/APTA-compliant module

(File size: 82kb) View

CashCalc and Creative Technologies integration

(File size: 110kb) View

CashCalc integrates with Intelligent Office

(File size: 85kb) View

CashCalc helps AdviserBook develop calculator for members of the British Steel Pension Scheme

(File size: 90kb) View

CashCalc integrates with Plum Software

(File size: 47kb) View

CashCalc reaches 5,000 registered accounts

(File size: 48kb) View

CashCalc and Paradigm strike a deal for financial planning tools

(File size: 61kb) View

CashCalc can help solve growing IHT concerns

(File size: 170kb) View

CashCalc to offer tools to Tenet Group members

(File size: 48kb) View

CashCalc surpasses 4,000 users

(File size: 50kb) View

Financial Planning Today Q&A

(File size: 44kb) View

CashCalc launches Variable Growth Rates and Stress Testing option

(File size: 49kb) View

Important Changes To CashCalc

(File size: 49kb) View

CashCalc launches new IHT Calculator

(File size: 62kb) View

Leading Software Provider Integrates With Major Platform

(File size: 50kb) View

IFA Launches Cashflow Planning Web App

(File size: 94kb) View

CashCalc to launch TVC/APTA tool in collaboration with Rory Percival

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CashCalc to launch new pension transfer tool

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CashCalc teams up with Rory Percival on TVC tool launch

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CashCalc integrates with Creative Technologies and Intelliflo

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Two Financial Planning software providers integrate with iO

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CashCalc and Intelliflo integrate software

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Intelliflo launches iO Store to deliver integrated partner apps

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CashCalc founder Ray Adams talks cashflow software and automated advice

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Intelliflo looks to push protection robo-advice

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Adviser Profile: Ben Ellis of Cactus Financial Planning

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CashCalc integrates with Plum Software back-office system

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The future of customer experience

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CashCalc ties up data integration deal with Plum Software

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Planner's swipe at Unbiased as he launches rival directory

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Ian McKenna: Go with the Intelliflo

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Advisers could welcome 1,000 clients each with tech

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Adviser seeks support to take on Unbiased and Vouchedfor

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IFA launches own adviser directory to take on Unbiased

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CashCalc Hits 5,000 Registered Accounts

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CashCalc and Paradigm strike deal on financial planning tools

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Chartered Financial Planner strikes deal for cashflow tool

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Adviser Workshop: How to start a business within a business

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Financial Planning Today (March-April 2017)

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Tenet members gain access to financial planning tools

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Chartered Financial Planner who created cashflow modelling software says cashflow model NOT essential

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Cashflow Modelling: The great debate has opened

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CashCalc adds new options to software

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Cashflow model firm created by Financial Planners launches IHT tool

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Transact backs planner’s ‘simplified’ cashflow tool

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Transact signs deal to offer clients IFA’s cashflow tool

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Income in 60 seconds: Marco Vallone of Brighton Financial

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Tech tonic: How software skills pay the bills

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Adviser KnowHow: How to build your own technology

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The Accumulator: Christopher Rowe of Worldwide Financial Planning

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IFA cashflow tool attracts 600 users

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Cashflow tool aims to be less ‘clunky’

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IFA upgrade: top 10 tech savvy advisers who built their own tools

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IFA launches free cashflow planning app

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IFA launched cashflow planning app

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