We are pleased to announce the release of our Inheritance Tax Modeller.
General
FinCalc integrates with Iress Xplan
We are pleased to announce our integration with leading financial planning and wealth management software solution Iress Xplan.
FinCalc Launch New Client Portal
We have today announced the launch of our new Client Portal.
The new Client Portal is an effective means of communication between adviser and client that not only improves the day-to-day servicing for clients, but also builds a stronger client engagement in real time.
FinCalc integrates with CURO by Time4Advice
We are pleased to announce integration with leading financial planning and wealth management software solution CURO by Time4Advice. The two-way integration means that users can quickly and seamlessly transfer their client personal and financial information between the 2 systems.
FinCalc integrates with intelliflo office
We have today announced integration with leading web-based practice management software Intelliflo Office from Intelliflo. The two-way integration means that users can quickly and seamlessly transfer their client personal and financial information between the 2 systems.
Working from home with FinCalc
A fresh New Year and another national lockdown has seen many forced to return to working from home. As time goes on, it is becoming clearer that remote working is going to be around for the foreseeable future, and for many this has now become the preferred route.
At FinCalc we understand the importance of still being able to work effectively from home, as well as the need for a reliable system that is easily accessible.
The importance of Lifetime Allowance within a Cashflow
The lifetime allowance is the overall limit that you can build up in pension benefits before a lifetime allowance tax charge applies. In 2011, the lifetime allowance was at its historical highest limit of £1.8m but was gradually reduced to £1m in 2016 from where it would be increased by CPI each year.