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Voyant Adviser
Voyant Adviser - United Kingdom
Voyant Adviser - United Kingdom
Articles related specifically to our UK release of Voyant Adviser.
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December 2018 UK Release - Savings, pensions and tax updates from the Budget, 29 October 2018
Do I need to purchase a Java license?
Withdrawal Limits (UK) - Limit withdrawals from drawdown pensions to a percentage of GAD in Voyant Adviser
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
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