Description
This has similar parameters as the above but comes with some pre-designed main categories and subcategories to be able to make illustrative provisions and calculations and include: –
o A ONE PAGER summary of below within the Wealth Pap Summary
o Wealth Map interactive Graph
o An Estate Duty illustrative forecast – Summary and full calculation
o A Liquidity Illustrative forecast (current and in the event of death)
o CGT Illustrative forecast
o Accrual Claim illustrative forecast
