- Surface 02 - Cashflow & Life

Decades, not months.

Most cashflow tools end at the year. Ours projects your life - income, outgoings, mortgages, retirement, milestones - across decades, so you can see the soft spots before you get there. UK rules baked in: state pension, tax bands, mortgage rates, pension freedoms.

- What it shows

The shape of your life, in money.

A year-by-year forward view of every income, every cost, every withdrawal, every tax - modelled with your actual numbers, not generic assumptions.

Zoom out for the decade-shaped picture. Zoom in for the next 90 days. Both read from the same engine, so the long view and the near view never disagree.

Income, every source

Salary, dividends, rental, pensions, drawdown, state pension - all tracked across time.

Outgoings, real

From your uploaded statements (Phase 1) or Open Banking live feed (Phase 2). Categorised, projected. Edit any line, the projection updates.

Mortgages & debt

Rate changes, remortgages, overpayments - modelled across the full term.

Pension drawdown

When can you draw, how much, in what order - with tax bands respected each year.

Life events

Children, schooling, university, weddings, gifts, downsizing, retirement.

UK tax, every year

Each year recomputed with current bands and your specific income mix.

- The soft spots

Where most plans break.

Cashflow only matters when it tells you something. Sonuswealth flags the years your plan is fragile - when income dips, tax jumps, or your runway thins - so you can act early rather than late.

Soft spots
The four patterns we surface.
1. Income dips - gap years between work and pension. 2. Tax cliffs - the 60% trap at £100k, tapered allowance at £260k. 3. Runway thinning - cash buffer below 6 months. 4. Plan fragility - one bad year derails the rest.
What-if cinema
Run scenarios live.
Change a number, watch the whole shape shift. Side-by-side comparison, kept.
Plain English
What it means, not just what it is.
Every chart is paired with a sentence. "Your runway thins at 67 because?"
- UK rules baked in

Built for British life. Updated every Budget.

Cashflow tools that aren't UK-native fall apart when they meet pension freedoms, tapered allowances, ISA limits, or state-pension timing. Sonuswealth knows the rules - and re-knows them every time HMT changes them.

State Pension timing

Modelled against your actual NI record and SPA (State Pension Age). Triple-lock effects projected forward.

Pension Freedoms (2015 onward)

Drawdown rules, 25% tax-free, MPAA triggers, sequencing across multiple pots.

Tax bands & thresholds

Personal Allowance taper at £100k, additional-rate at £125k, dividend allowance, savings interest, ISA limit.

Tapered Annual Allowance

Pension contribution allowance scaled against your adjusted income - flagged when you'd cross it.

Mortgage rules

SVR fallback, fix-window timing, overpayment limits, early-repayment charges, remortgage windows.

ISA & LISA strategy

Annual limit usage, LISA bonus before 50, LISA penalty for non-qualifying withdrawal, transfers in.

- Sample projection

What a worked plan looks like.

A worked example for a fictional household - placeholder figures, real UK rules. Sonuswealth produces this view in seconds from your connected accounts; the soft spot would normally take weeks of work in Excel.

Profile - age 51 - joint, 1 dependant
"When can we comfortably retire"
Starting position: £1.42m net worth, £312k pension, £180k mortgage, mid-career income £165k.

Earliest retirement: 63 - with £42k/year drawn from pensions + ISAs.
Comfortable retirement: 65 - same lifestyle but with a 6-month buffer.
Soft spot: age 58-60. Kids' university years overlap with mortgage refix at higher rates.
Lever: Top up ISA by £8k/year before age 58 to bridge the gap.
Time to result
~3 minutes
From "I connected my accounts" to "I can see my retirement age". No appointment, no fee, no spreadsheet.
Live updates
Re-projects on change
Add a pension contribution, change a mortgage rate, push retirement out 2 years - full re-projection in seconds.
- UK retirement reality

Why decades matter.

Most Britons have a vague sense of "I'll be fine" or "I'll never retire" - and very little in between. Sonuswealth turns the vague sense into a year-by-year shape you can act on.

UK retirement age
66-68

Current State Pension Age, rising to 67 from 2026 and 68 from 2046. Your plan needs to know both.

GOV.UK - State Pension
UK retirement confidence
18%

UK adults who say they're "very confident" their savings will last in retirement.

Money & Pensions Service
Pension Freedoms users
~700k

UK retirees making pension drawdown decisions each year - most without modelled support.

FCA Retirement Income Market data
Average UK pension pot at 65
£107k

Median private pension pot at retirement - supports £4k≈£5k/year of safe drawdown income.

ONS - Wealth & Assets Survey
- Worked example

What 30 years of Cashflow looks like, in one household.

Maya, 44, marketing director. Bonus pushes her into the 45% band most years and triggers the tapered annual allowance at year-end. ISA underused. No estate plan. Sonuswealth modelled the whole 30-year shape - and surfaced four levers she'd been missing.

Maya - 44 - two kids - £92k + £14k bonus
£304k more at retirement. From one afternoon of admin.
Tax leak today
£18,400 / yr
Bonus into 45% band - ISA underused - no JISAs
After restructure
£3,100 / yr
Salary-sacrifice + full ISA + JISAs ×2

Cashflow flagged tapered-AA risk three months before Maya's bonus hit, ran the salary-sacrifice maths against pension annual-allowance utilisation, and surfaced unused ISA + two Junior ISA wrappers. Three signed forms, one afternoon. Compounded over 20 years: £304,000 extra at retirement, in today's money. The 30-year projection updated live as each change landed.

Surfaces used: Cashflow (canonical) - Tax & Estate - MyMoney - Decisions See Tax & Estate →

Illustrative composite household. Engine, rules, allowances current to the 2026/27 UK tax year. Information and guidance only - Maya's restructure needed her accountant's sign-off; yours will too.

“I want to know when I can stop working — not next year, in 1986. The whole shape.”

- the brief, founder, 51

See your decades.

v0.4 site