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Sample Reports in Financial Planning Spreadsheets © Professional

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The cost of the complete set of templates is only £400.00 and includes all of the templates shown on this page. The following reports and charts are contained in Financial Planning Spreadsheets © Professional Version - U. K. Edition.

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Planning

Accelerated Mortgage Amortization
Asset Allocation Goals
Availability of Additional Financing
Cash Flow Projections - Annual
Cash Flow Projections - Monthly
Checklist for a Comprehensive Financial Plan
Client Data Input
Comparison of Deferred Pension to Private
Custodial Education Savings Account
Debt Service Strategy
Deferred Tax Liability From Tax Sheltered Investments
Defined Benefit Pension Plan Projections
Education Savings Effects
Estimated Savings Required for College
Family Education Funds - Allotments
Family Education Funds - Entitlement
Financial Calculators
Financial Calculators - Index & Linking Page
Financial Planning Questionnaire (1 of 11 pages) Financial Planning Recommendations
Financial Planning Recommendations - Cover
Financial Planning Recommendations - Narrative
Financial Planning Recommendations - Table of Contents
Financial Planning Recommendations – Worksheet
Funding Requirements for Retirement - Client
Funding Requirements for Retirement - Joint
Gross Income Requirements for Retirement
Inflation Over 30 years (RPI)
Internal Rate of Return / Net Present Value
Letter of Disclosure
Letter of Engagement
Loan Schedule
Lease Versus Purchase Analysis
Mortgage Amortization Schedule
Money Purchase Pension Plan
Multiple Beneficiaries Combined
Net Worth Statement
No Fee Letter of Engagement
Retirement Calculator
Retirement Savings Plan - Monthly Illustration
Re-Financing Feasibility Analysis
Risk Tolerances Questionnaire
Tax Sheltered Retirement Account Projections


Insurance

Buy Term & Invest The Difference?
Buy Term & Invest The Difference With Side Fund
Buy Term & Invest The Difference Versus Whole Life
Charitable Legacy Investment Plan
Comparison of Term Insurance Plans
Critical Illness - Needs Analysis
Disability Needs Analysis
Estate Capital Needs Analysis
History of Nil Rate Bands
Inheritance Tax (IHT) Analysis
Life Insurance Calculator
Long Term Care Analysis
N.D.S. versus an Annuity
N.D.S. versus an Insured Annuity
Pension Maximization
Prepaid Pension Maximization
Summary of Deemed Disposition of Securities
Taxable Capital Gain from Deemed Disposition

 

Portfolio Reporting

Analysis of Investment Portfolio and Income
Summary of Guaranteed Investments
Summary of Insurance Contracts
Summary of Investment Fund Holdings
Summary of Investment Portfolio - Summary Page
Summary of Investments - Cover Page
Summary of Other Securities


Taxation

Analysis of Prescribed Annuity Income
Average Cost Per Share for Tax Purposes
Average Cost Per Share - Long Form
Deferred Tax Liability From Tax Shelter
Effect of Recommendations on Tax Payable
Free Form for Tracking ACB
Income Tax Estimator
Income Tax Payable
Income Tax Rates
Income Tax Rates - Current Year
Income Tax Rates - Prior Year
Marginal Tax Rates
Record of Average Cost Per Share
Record of Investment Cost Base - Form
Separation / Divorce - Division of Assets
Separation / Divorce - Income Analysis
Separation / Divorce - Projected Growth of Net worth
Summary of Realized Gains for the Year


Investing

Analysis of Market Value Adjustments
Calendar of Income from SWP
 Gearing Investment Portfolio
Gearing Investment Portfolio with UL
Gearing Scenarios
Growth Of Investment with Variables
Investment Property Analysis
No Money Down - Retirement Plan - No Payments Required
Projected Growth of a PPP vs. Non-Tax Sheltered Investment
PPP vs. Mortgage Pay Down
PPP with Mortgage Pay Down
Projected Growth of an Investment
Rates Of Return
Summary of Distributions and Tax Analysis
Systematic Withdrawal Plan
Tax Sheltered Contribution Analysis
Transaction Adjustment Invoice

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