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GO Video List

White Belt

Terminology

GO Tour

Browser Control

Plus Button

Dashboard

Transfer Excess Income/Credits to Savings

People Owned Items

Client Case: Apple

Yellow Belt

Plan Settings 1

Plan Settings 2

Income Tab 1

Income Tab 2

Savings Tab

Expenses Sheet

Let’s See Charts Updated - August 2020

2020 December New Releases

Charitable Contributions

Reports 1

Reports 2

Save + Add Another

Stages - NEW

Client Case: Briggs

Client Case: Clarke

Orange Belt

Investment Tab

Timing Tab

Property Tab

Pensions Tab

Steps Introduction

Detailed Information Box - Year View

Taxes Due

Real Money PDF Charts

Asset Allocation

Nil Rate Band & Residential Nil Rate Band

List View Total Costs

Rightsize - Downsize

Report Sets

Tax Total Lets See Charts

Pensions Report

Client Case: Drake

Client Case: Edwards

Blue Belt

Notes Section

Carryover Assumptions

Rental/Investment Properties

Transfers Tab

Planned Withdrawals Tab Introduction

Insights - Investment Returns

Insights - Annual Savings

Insights - Performance

Mortgage Overpayments/Clear

Total Tax Cumulative

Insights - Lump Sum

Insights - Market Crash

Income Protection

Long Term Care

Equity Release - Line of Credit

Goal Priority Insight

Client Case: Grant

Client Case: Hart

Client Case: Jeffs

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Pension Crystallisations Introduction

Client Case: Financial Levers

Client Case: Icon

Client Case: Kemp

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Legacy Tab Intro 1

Legacy Tab Intro 2

Client Case: Lamp

Client Case: Mistry

Client Case: Noble

Adviser Video List

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New Colours June 2018

Basics Version 4.0

Terminology

Preferences 1

Preferences 2

Preferences 3

Preferences 4

New client

Irish Advisers

Text Size Edit - Increase Decrease - High Resolution Screens

Yellow Belt

Transfer Excess Income Credits to Savings

March 2017 - Key Updates Changes

Updating Plans - Client Reviews

Tax Residence Country + Expense Percentage

Transfers Not Showing In Cashflow

Time Panel

Timeline Basics

Timeline Construction

Planning Year (updated) VERY IMPORTANT

Build Your First Plan

Import/Export Client Files

Expenses Sheet

Divorce Expenses Sheet

Importable Fact Find

Skinny Short Importable Fact Find

System Update 13th May 2015 - Nil Rate Band Escalation

UK Budget 2015 Main Changes

Inherited Pensions

Notes Comments

Orange Belt

Minimal Balance

Capacity For Cash

Planned Withdrawals

Save Income After Retirment

Common Mistakes

Cumulative Tax Total - Other Windfall Tax Options May 2017

Property Market Correction (temporary decline)

The Let's See Charts - the two we always use

Liquidate Assets When Needed

Total Tax Paid - Report

Lifetime ISA - LISA

Pensions Unscheduled - New Report General Accounts Overview

Tabular Income - Other Income

University Fees

What if plans

An Assumption/Preference Client

Step up Step Down

Detailed Information Box - Lets See

Detailed Liquidation Order - Expenses

Default Cash Account Annual Sweep

Pension Tax Free Cash Future Investment

Fact Find Exporting Data

Blue Belt

Total Investments

Interest Only Mortgage Payoff

How to Present Voyant to Clients - Introduction

Income Protection

Critical Illness

Critical Illness Payout Clear Debts Mortgages

Life Insurance - Payout Into a Trust

Family Income Benefit FIB

Liquidation + Planned withdrawals

Pension Annual Allowance

Investment Property

Performance Slider

Life Insurance Need

Asset Allocation and Market Assumptions

Equity Release

Lets See Charts Explained

ISA Contributions + Bed + ISA

Annuity Calculation

Assumed Annuity Interest Rate

Taxes Due - Self Employed

Offset mortgage

Max Contribution & Liquidation Order Enhanced

Taxes Tab

Need Analyser - Investment Rate Required

Need Analyser - Lump Sum

Need Analyser - Annual Savings - 1 Accu

Need Analyser - Annual Savings - 2 Decum

Life Insurance Simulation

Mortality Event - Early Death - Timeline

Client Screens - Client Meetings

EIS

Updating Plans - Client Reviews

Reports Introduction

Endowment

What if - What If Child - Grandchild Plans

Plan Naming - What Ifs

ARF - AMRF - Irish Advisers

Irish Advisers - Taxes + Legacy Basic

Redundancy - Loss of Job

Adding Wife or Husband or New Partner

Family SIPP UK

Salary Sacrifice Pensions

Director Loan Accounts - Withdrawing Cash

Personal Injury - Live Case Build

Brown Belt

My First Voyant Client - 8 Years Later

Expenses - Lifetime Expenses - Advanced

Downsize House

House Upsize Future Mortgage

Mortgage Rate Increases or Decreases

Selling a Business

Historical Returns

Alan Moran Reports & Branded Version

Working off two Master/Parent plans

REAL Client - NomiREAL

Immediate Need Care Planning - live build

Loss Capacity Simulation

Mortgage Annual Over Payments

Mortgage Calculator Advanced

Investment Bonds - Offshore Bonds

DB (Defined Benefits) Transfers Pensions

Fixed Pension Protection Taxes Tab

Step Up Hack - Business Sale

Tapered Annual Allowance - Pensions

Previous Potentially Exempt Transfers PETS

Lifetime Allowance Age 75 2nd Test Drawdown Pensions

Meaningful Legacy Planning - Estate Planning

Pension Drawdown Video 1

Pension Drawdown Video 2

Pension Drawdown Video 3

Pension Drawdown Video 4

Pension Drawdown moving into Annuity

Uncrystallised Funds Pension Lump Sum - UK Advisers

Pension Lifetime Allowance LTA Escalation - UK Advisers Only

Holiday Home Purchase - Future Sale

UK Advisers - Liquidation Order - April 2015

Asset Allocation Tab in Overview

Irish Advisers - Estate Planning + Section 72 Policy

The Danger and Opportunity with Assumptions

Lifetime Allowance Age 75 test - LTA 75

Pensions Details - Report

Estate Value and Net Worth After Tax

Black Belt

EIS Recurring Investments

Investing Surplus Capital

Max Income Couple

Let's See Cashflow

IHT1 - Legacy - Estate Planning TAB

IHT2 - Simulator - SBT + Protection

IHT3 - Loan Trust

IHT4 - Annual Allowances + Excess Income

IHT5 - Chargeable Lifetime Transfers CLTs

IHT6 - PETS + Failed PETS

IHT7 - Discounted Gift Trust - DGT

IHT8 - AIM + EIS + BPR + Layering

IHT9 - Recurring Gifts - Layering

IHT10 - Layering various strategies

IHT Simulator V4 Upgrade - Charts Added

Major Loss - Capacity for Loss

Estate Planning Tabs video 1

Estate Planning Tabs video 2

Residential Nil Rate Band RNRB

Defined Benefits Final Salary Pensions

Monte Carlo Introduction

Sell Business – Loan Trust – IHT Simulator

Transferable Nil Rate Band

Cases

Client Case: Hart

Client Case: Phillips

Client Case: Browne

Adviser Insights List

Adviser Insights - Introduction

Client Types

The First Year

30 Years

Informed Risk Scale

Financial Levers

Human Capital

The Hidden Magic

Back2Y 2018 - Helping Clients Behave Their Way to Wealth

Pension Lifetime Allowance

The Donut

-14% (JP Morgan – Guide to the Markets)

3 Types of Clients

I Was Thinking

Behind the Scenes – Equipment

Two Markets, A Rising Market or a Sale

Do We Blame The Weatherman for Snow?

Sell Them What They Want, Give Them What They Need

How do you see that panning out?

Financial Landmines

Complexifiers vs Simplifiers

Simplicity is the Key to Brilliance

Embrace Change

Overcomplicate for Profit

Ideal Adviser Client Relationship

Don’t Listen to Your Clients

The 3 Wrongs

How to Pitch Planning Software

The Bionic Adviser

I’m Not Concerned About That

I'm a Financial Adviser Not a Magician

Crystal Ball