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  3. Plan Settings - Set the software's default assumptions

Plan Settings - Set the software's default assumptions

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  • Inflation/Growth Rates - Default Tax Table Assumptions - Ireland
  • Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? - Ireland
  • Default Inflation / Growth Rates - Default Tax Table Assumption - Ireland
  • Plan Settings – Setting the Liquidation Order
  • About Plan Settings - View and manage the default assumptions for a client plan in the Plan Settings - Ireland
  • Tax Thresholds and Allowances Can Be Escalated - Ireland
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