Property and Other Non-Liquid Assets
Model a home (principal residence), other real estate such as a vacation home, rental and business properties, farms, jewelry, collections
- How to add a property or other non-liquid asset to a plan
- Downsizing or Rightsizing a Home
- Link incomes, expenses, and debts (mortgages) to properties in AdviserGo
- How to enter a tax deductible expense for a rental property
- How do I gift a property (e.g. to children)?
- My client has inherited a property, how do I model this?
- Can jointly owned property or assets be shown with unequal ownership?
- Depreciation on an asset
- Scheduling the future purchase of a property or asset - “Exclude Property if Purchase Not Completely Fulfilled” setting
- How to model the sale of a business or a business property
- Property Liquidation - Transfer the proceeds from the sale of a property into savings, an investment or pension
- Capital Gains Tax - Is CGT calculated and charged when a property is sold?
- Trusts - Place a property into trust
- Present Value vs. Future Value - Inflating the cost of future property purchases
- Schedule the future purchase of a home, property, or asset
- Business (Company) - How to enter a business as a property/asset or an investment
- Liquidation - Setting a property to be sold automatically to fulfill future expense shortfalls
- Reinvest - Use a lump sum inflow to purchase a property or other asset
- Step Up / Step Down - Scheduling future changes in property / assets
- Linking - Linking a property to incomes, expenses, or debt
- Timing - Scheduling the period of ownership, future purchase, and sale of properties and assets
- Business Property and Agricultural Property Relief - Apply to a property, asset
- Linking - Link a property, such as a rental property, to an other income