United Kingdom

Articles and other resources related to our software for financial professionals in the United Kingdom.

Trialing Voyant AdviserGo - Our planning software for financial professionals

Getting Started - First steps, building your first client case in AdviserGo

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General Information and FAQs

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What's new in AdviserGo United Kingdom?

The Home Screen - Accessing your client records

The Dashboard - Your planning control centre

The Timeline - Events and stages

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The Let's See Charts - Viewing and presenting plan results

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Insights - Planning simulations

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What-Ifs - Planning scenarios

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Reports - Printable reports and reporting options

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Plan Settings - Set the software's default assumptions

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Cash Flow and Taxation Essentials - About the software's calculation engine

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Integrations with our UK Software - Importing client information

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People - Your clients and their family

Carryover Assumptions - Information on taxes and contributions that predate the start of the plan

Goals and Expenses - Plan for current and future spending

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Legacy Expenses, Gifting - Potentially exempt transfers, charitable gifting, and their use in estate planning

Employment Income - Current and future income from earnings

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Other Income - Income from rent, royalties, foreign earned income , or model tax-free income or incomes net of taxes

Windfalls - Planning for income from anticipated future windfalls

Savings - Current accounts and savings (deposit) accounts

Investments - Unwrapped investments (unit trusts), onshore and offshore bonds (life funds), ISAs, EISs, VCTs, DGTs, and trusts

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Pensions - Money Purchases (Defined Contribution Schemes) and Drawdown Pensions

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Pensions - Final Salaries (Defined Benefit Schemes)

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Pensions - State Pension Benefits

Annuities - Immediate and deferred, pension and non-pension

Property and Other Non-Liquid Assets

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Debts - Mortgages and unsecured debts

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Lines of Credit - Equity-based and non-secured lines of credit

Loans - Repayment of money lent to external parties or to people within the plan

Protection - Term life, disability, critical illness, and long term care policies

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Transfers and Planned Withdrawals - Schedule future transfers between accounts and planned withdrawals from accounts

Estate Planning and IHT - Setting future estate distributions to inheritors and viewing these distributions and potential inheritance tax (IHT) in the Legacy overview

Plan Management - Managing, promoting, and updating plans

Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues

Troubleshooting issues with AdviserGo

Managing client access to plans through VoyantGo

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