- Bed & ISA, ISA Wrapping - Schedule regular transfers to an ISA from an unwrapped investment (GIA, OEIC, unit trust)
- Adding Trusts - Loan Trusts, DGTs and Other Trusts
- Existing DGT - how to enter
- How to model a new DGT
- VCT- How to enter and tax treatment
- How to model a Property Authorised Investment Fund (PAIF)
- Using asset allocations to set account growth
- What are the benefits of using Asset Allocation to model investment growth?
- Why is entire Investment Bond being encashed / liquidated?
- Step-by-step - How to build an asset allocation (model portfolio)
- Step-by-Step - how to add an asset allocation (model portfolio) to an investment or pension
- Switch the reinvestment of dividends and interest (yields) on or off in the future using Step Up / Step Down settings
- Co-Ownership - How to show that an item is jointly owned
- Investment Fees - Can fixed fees be charged on an investment?
- Cash Reserve - How to create a cash reserve or maintain a minimum balance in an account
- Advanced Settings, Growth - About the "Growth is fixed" setting
- Growth and Yield - Setting capital growth, dividends and interest on investments
- Annual Percent Gains Realised
- Capital Gains - Setting an Effective Purchase Value (cost basis) on investments and properties
- Liquidation Limits - Where to view liquidation limits and how they may cause artificial shortfalls in the cash flow forecast
- Reinvest - Annually sweep all surplus cash into savings, investments, or money purchases
- Contributions to Savings and Investments - Capture future surplus income through planned savings, investments
- 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
- Liquidation Limits - How to restore Liquidation Limits to the system default, allowing maximum withdrawals (only if needed) from the start of the plan
- Liquidation Limits and Planned Withdrawals - Increasing, decreasing, starting and stopping withdrawals and limits in the future
- How can I use Voyant to show the impact a Loan Trust has on a client's Estate?
- Liquidation Limits - Limit or prevent ad hoc withdrawals from savings and investments when top-up income is needed
- Withdrawal Limits / Planned Withdrawals - What is the difference between a withdrawal limit and a planned withdrawal?
- How do I add a Loan Trust?
