Trinity Financial Forecast enables resilient planning
Trinity Financial Forecast is our cashflow modelling tool which enables us to provide the best possible advice for your evolving financial situation, by presenting an illustration of predicted income and outgoings throughout your life. The forecasts it generates are derived from informed assumptions about your future earnings and expenditure, plus external influences such as economic growth, inflation and interest rates. Once the forecast has been developed, we recommend the actions needed to attain your personal financial objectives within a long-term strategy.
We conduct regular reviews so when any key elements change, such as income level, marital status or starting a family, this data can be entered into the model and any necessary adjustments made to update and optimise your wealth management plan.
This means that we can make the most apt financial suggestions, keeping you on course to achieve the goals you have set for you and your family whilst also assisting in tax and succession planning.
The Financial Conduct Authority does not regulate inheritance tax planning.