Wealth Mapping Extended

R3,800.00

You will receive an email from the author of the calculator to provider additional information to generate your custom calculator:
– company logo
– xxx
Once you have provided this information the author will send your calculator to you via email.

The tool provides calculations and should not be construed as financial, legal or tax advise and is used entirely at the Client’s Risk. This calculator is licensed annually.

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