You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot Password Questions: 00:00:00 - Intro 00:01:37 - When is voyant go being updated for the latest budget pension changes e.g. abolishment of LTA and increase of pension annual allowance to £60k? 00:03:32 - Voyant Go - Lifetime Allowance hack. 00:04:55 - 1) On Voyant software what would you advise to input on inflation rate % on outgoings I.e household expenditure as the default inflation rate is 2.5% 2) What are your thoughts on growth rates % settings in Voyant software for Vanguard 100% S/S ISA’s ( At present set at 5% ) 3) How can I check /monitor I am spending enough and enjoying the capital in retirement in the Voyant software as opposed to not spending as much as I could retirement. 00:11:33 - Thoughts on alignment of CGT with Income tax? I appreciate that this is less than ideal if it transpired within the next 20 months. 00:14:20 - Markets are abit bumpy at the moment with SVB and Credit Suisse debacles. Deutsche bank also having some interesting press aligned with this issue. Do you have a take on this, as clearly markets have been spooked, and I guess will be for a little while, although a good time to buy. What is your take on markets going forward? 00:17:41 - Do you have views on "Smart Beta" investment as opposed to traditional Passive investment? 00:20:25 - I have heard talk about the best DFM funds will beat the Passive funds, abit like a sprinter. Do you have a view? 00:21:56 - Do you like sea shanties? 00:22:37 - I have 3 share reward schemes from my previous employer, I don’t want to sell the shares but transfer to one account (currently in 3 diff platforms, under S&S ISAs) if the transfer doesn’t complete before the current tax year, will that be part of/affect my next year allowance? 00:25:56 - Can you put money into more than one S&S Isa during a tax year? 00:28:30 - Bonds are often looked at as a steady balancer against share but they have not been behaving like that recently. Do you anticipate them reverting to type or do you think these assumptions will need to be reviewed long term? 00:31:33 - Are you tilting towards any particular geography, or avoiding. 00:32:56 - So should we be looking at shares in different business areas being counter balancing, such as tech verses food/farming? 00:34:34 - So you use platforms heavily. 00:37:08 - At what age in life should a parent start taking advise on Inheritance tax? Prev LessonNext Lesson