Becketts FS Resources

Becketts Diversification Explorer Understand how diversification can help support long-term investment success. Becketts Guardrails Strategy Bespoke, managed, income withdrawal strategy. Aimed to weather financial storms. Becketts Trust Explainer An interactive visual guide that explains how a discretionary trust works, who is involved, and how trusts can support long-term family and... Becketts Trust Registration Assistant A step-by-step tool that helps trustees gather and organise the information needed for trust registration and ongoing trust administration. Private School Fee Planner A planning tool designed to help families prepare for future education costs. Model school fees for multiple children, account for inflation... NHS Pension Explorer Project your NHS pension benefits under both the 1995 and 2015 schemes. Explore future accrual, pension revaluation and retirement outcomes... Investment Diversification Explorer Explore the changing landscape of investment returns through interactive charts and analysis. Understand market leadership, volatility and c... Investment Growth Explorer See how an investment could grow over time. Model different contribution levels, growth rates and investment periods, then view projected ou... IHT - Surplus Income Gifting Planner Track income, expenditure and gifts across multiple tax years to help support inheritance tax planning. The tool identifies surplus income a... Retirement Income Explorer Compare up to four retirement income options side by side. See projected annual income, cumulative benefits and the impact of different tax-...