Getting Started

Using Voyant Offline / Use Templates to Create Client Cases / Build a New Client Case by Importing a Fact Find

Time

Events / Replacement Mortality Events / Start Events and the Plan Year / Promoting Plans and Tracking Progress

Employment

Default Cash Accounts / Step Up Step Down

Savings & Investments

Offshore Taxable Accounts / Fund Transfers / Contribute or Transfer Before Paying Expenses / Step Up Step Down / Default Cash Accounts / Sweeps / Draw Downs / Business Property Relief

Pensions

Money Purchase Drawdown and USP Income Features / Step Up / Step Down / Default Cash Accounts / Sweeps

Protection

Family Income Benefits

Expenses

Schedule One-Off Expenses, Lump Sum Payments / Step Up Step Down / View Expense Payment Sources in the Let's See Charts

Estate Planning

Immediate Estate and IHT Summaries, Reports / Replacement Mortality Events / Business Property Relief

Let's See Charts

Chart Controls / View Expense Payment Sources / Chart Details Panels

Simulations and Analyses

Lump Sum Need Analyser / Savings and Investment Return Need Analysers / Chart Details Panels

Overviews

About Overviews / Immediate Estate and IHT Summaries, Reports / Income vs. Expenditure / Special Features on the Income vs. Expenditures and Balance Sheet Overview Screens

Reports

Financial Planning Reports in Four Convenient Formats / Reports, Charts and Other Images Downloaded to Your Computer / Immediate Estate and IHT Summaries and Reports / Chart Controls / Income vs. Expenditure

Scenarios, What-if Plans

Create and Compare What-If Plans / How to Create a What-if Plan / Replacement Mortality Events / Promoting Plans and Tracking Client Progress

Preferences - Setting Default Assumptions, Values

Calculation Settings

Managing Plans and Client Files

Password Protect Client Records Individually / The Planning Year / Promoting Plans and Tracking Client Progress / Use Templates to Create Client Cases

Other Tips

Voyant @Home

Voyant @Home - Interactive Client Planning and Portfolio Management Service

Software Update Announcements - Taxation and Pension Rule Changes

30 March, 2012
2012 Budget Updates

21 February, 2011
Finance Act 2011 Updates

19 October, 2010
New Pension Contribution Limit

13 July, 2010
Upcoming Release of Voyant Adviser to Include Tax Changes Announced in Chancellor's Budget

1 September, 2009
New Release Includes Tax Changes Announced in Chancellor's Budget,
Tax Bands and Allowances Updated to 2009/10 Levels