Here is a video that steps through the process of setting up planned withdrawals from accounts and how to ringfence funds using liquidation limits: Liquidation Limits and Planned Withdrawals.
- Ireland Fact Find - How to create a new client case by importing a fact find into Voyant
- Liquidation Limits and Planned Withdrawals - Tools for controlling future asset liquidations
- Liquidation Order (Ireland) - Setting the order in which liquid assets may be liquidated, if needed to fulfill expenses
- Major Loss, or Loss Capacity - What does 'allocation percentile' mean, and how does it correlate to market loss or gain?
- Onshore & Offshore Bonds - Have the software calculate a tax-optimal withdrawal strategy