Cash Flow and Taxation Essentials - About the software's calculation engine
General information about how the software handles tax calculations and future cash flow
- How to enter a VCT Video - UK
- Dividend Income - Where to enter dividend income from ownership of a company or an investment - UK
- FAQ - How do I model tax exempt clients? (UK)
- How to assume all surplus income is saved after retirement - UK
- Cash flow chart – What do the black and blue need lines represent - UK?
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? - UK
- Is surplus income spent or saved? - UK
- Withdrawal Limits - Reserve a minimum balance on an account in AdviserGo - UK
- Liquid Assets - How do cash inflows meet the exact need certain years of the plan?
- Liquid assets are normally used only when needed to supplement income in the cash flow - UK
- Can a client's personal allowance be adjusted to reflect the marriage allowance? - UK
- What happens to a lump sum inflow if it is not spent or reinvested? How can they be reallocated? - UK
- Some types of investments are never subject to ad hoc withdrawals
- Tax Credits - Why do they arise? - UK
- Voyant Planning Year - UK