At RT Paraplanning, we offer a comprehensive range of services to support your financial planning needs. Our expertise ensures that you receive high-quality, compliant, and client-friendly reports and analyses.
Report Writing
We specialise in producing detailed reports for various financial planning scenarios, including:
- Retirement Planning
- Pension Drawdown Cases
- Investment Switches
- Protection Strategies
- Estate Planning
- Alternative Investment Strategies
Please note: We do not cover Defined Benefit Transfers.
Ongoing Review Service
Our ongoing review service ensures your annual reviews are up-to-date and fully compliant. We provide:
- Information gathering
- Client-friendly documentation
- Research on ongoing suitability
- Comprehensive Annual Suitability Reports
Cashflow Analysis
Included in all pension cases and annual reviews, our cashflow analysis applies stress tests and presents outcomes in a simple format for easy client presentation.
Tax Calculations
We offer bespoke tax calculations tailored to your needs, including:
- Inheritance Tax Liability
- Chargeable Gains Calculations
- Carry Forward and Remaining Annual Allowance
- Income Tax Liability
- Capital Gains Tax Liability