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

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

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  • 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?
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