Download ppt - Bucket Presentation

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Page 1: Bucket Presentation

The Bucket Presentation

Fraser

Page 2: Bucket Presentation

ISA’s

SHARES

BANK

Page 3: Bucket Presentation

ISA’s

SHARES

BANK

SALARY

DIVIDENDS

CHILD BENEFIT

POSSIBLE FUTURE

INHERITANCE?

PROPERTY BUSINESSPENSION

DOWNSIZE?SALE?

PROFIT

ANNUITYUSPASP

25 % TAXFREE CASH

SALE

CURRENTLIFESTYLE

DESIREDFUTURE

LIFESTYLE

ONE OFF EXPENSES

LATERRETIREMENT

LIFESTYLE

Page 4: Bucket Presentation

What Can Happen To The Bucket?

Page 5: Bucket Presentation

ISA’s

SHARES

BANK

SALARY

DIVIDENDS

CHILD BENEFIT

POSSIBLE FUTURE

INHERITANCE?

PROPERTY BUSINESSPENSION

DOWNSIZE?SALE?

PROFIT

ANNUITYUSPASP

25 % TAXFREE CASH

SALE

DESIREDFUTURE

LIFESTYLE

ACTUALFUTURE

LIFESTYLE

Page 6: Bucket Presentation

Or

Page 7: Bucket Presentation

ISA’s

SHARES

BANK

SALARY

DIVIDENDS

CHILD BENEFIT

POSSIBLE FUTURE

INHERITANCE?

PROPERTY BUSINESSPENSION

DOWNSIZE?SALE?

PROFIT

ANNUITYUSPASP

25 % TAXFREE CASH

SALE

DESIREDFUTURE

LIFESTYLE40%IHT BILL!!

Page 8: Bucket Presentation

ISA’s

SHARES

BANK

SALARY

DIVIDENDS

CHILD BENEFIT

POSSIBLE FUTURE

INHERITANCE?

PROPERTY BUSINESSPENSION

DOWNSIZE?SALE?

PROFIT

ANNUITYUSPASP

25 % TAXFREE CASH

SALE

CURRENTLIFESTYLE

DESIREDFUTURE

LIFESTYLE

ONE OFF EXPENSES

LATERRETIREMENT

LIFESTYLE

Page 9: Bucket Presentation

Truth® Software


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