Lifetime Cashflow Planning

How to Maximise Your Lifetime Cash Flow

Lifetime cashflow planning is a specific type of financial planning that takes into account your entire lifetime income and expenses.

This type of planning can help you make sure you have enough money to live comfortably throughout your retirement years.

There are a number of factors to consider when creating a lifetime cashflow plan, including your current income and expenses, your expected future income and expenses, your retirement savings, and your expected life expectancy. A qualified financial planner can help you create a plan that will meet your specific needs and goals.

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Online Resources

Online calculators

Includes calculators for mortgages, loans, APR, payslips, VAT, stamp duty, company car and fuel benefits.

Tax rates & allowances

The latest tax rates and allowances.

Tax calendar

The online tax calendar shows the key tax deadlines.

Downloadable forms

Some useful forms from HMRC and Companies House.

“Stuart Banks of Banks Sheridan acted as a lead adviser to our MBO team. He provided a number of innovative solutions to various tax and financing issues we faced. These really did help us to complete a successful deal. I would have no hesitation in recommending Stuart to others looking to undertake a similar transaction.” Andrew Newton - Managing Director, Sugarich Limited

“Stuart, Darren and the team have worked closely with us for over ten years on various financial issues and I have found them to be very helpful and professional. The service has always been first class and the advice given has helped us to grow our business.” Jeff Batson - Joint Managing Director, Ralawise Limited

Working with Banks Sheridan

Straightforward Guidance

Demystifying tax complexities with clarity and precision.

Prompt and Efficient Service

Commitment to returning calls within 24 hours and delivering accounts within a predetermined schedule.

Personalised Financial Expertise

Forge a strong partnership with a dedicated Banks Sheridan consultant, ensuring continuity and understanding.

Engaged, Attentive, and Present

Chartered Accountants are genuinely invested in understanding and addressing your needs.

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We aim to respond to each enquiry within 24 hours.