Voyant Adviser - United Kingdom
Articles related specifically to our UK release of Voyant Adviser.
- December 2018 UK Release - Savings, pensions and tax updates from the Budget, 29 October 2018
- State Pension age discrepancy
- How do I model tax exempt clients (United Kingdom)
- State Pension Age increase to 68 for those born between 6 April 1970 and 5 April 1978
- How to model defined benefit (DB) scheme transfers
- Q. How do I remove the main residence exemption for single clients?
- Can a client's personal allowance be adjusted to reflect the marriage allowance?
- Summer Budget 2015 – Increases in the personal allowance and higher rate threshold
- Summer Budget 2015 - Pension tax relief reduced for higher earners
- Summer Budget 2015 - Inheritance tax nil rate band frozen until 2021
- Summer Budget 2015 - The family home IHT allowance (nil rate band extension)
- Summer Budget 2015 - Mortgage interest relief will be restricted to basic rate
- Summer Budget 2015 - New Dividend Tax Rules
- Nil rate band transfers (carryover) from the death of a spouse prior to the beginning of the plan
- Carryover PETs - Where to enter potentially exempt transfers that predate the start of the plan
- Tax Credits - Why do they arise?
- Release Notes - Version 4.0.19, 02 September 2015
- How do I gift an Investment Bond (Onshore or Offshore) to the client's children?
- Bonds (Life Funds) - Planned withdrawals are not showing in cashflow chart
- How to add AIM Shares
- How can I use Voyant to show the impact a Loan Trust has on a client's Estate?
- Junior ISAs - How to enter a Junior ISA
- Bonds (Life Funds) - Why is there an insurance payout at first death from a jointly held Bond?
- How do I add a Loan Trust?
- AIM ISAs - How to enter an AIM ISA
- Periodic charges on a trust
- Investment bond in trust
- Trust income
- Savings interest tax
- ISA spousal allowance creating a spike in plan