Prior to its official launch, the new IHT module was reviewed by independent industry experts, FTRC and awarded the highest ‘PPP’ E-Excellence rating in their September research, beating all other competitors.
The Voyant Estate Planning module enables advisers to model and demonstrate to client’s different estate planning and inheritance tax mitigation strategies - traditionally a lengthy and costly procedure. More developments and features, designed to significantly enhance the estate planning process, are planned for the future.
Bob Freeman, vice president of Voyant UK explains:
“Estate planning is clearly a critical factor in client strategies and this latest module will enable advisers to analyse and model client needs in this area – taking full advantage of Voyant’s interactive and collaborative platform.
“We remain fully committed and focused on enhancing our software so that it continually meets our user’s holistic planning requirements and have many exciting new developments to announce over the coming weeks. There is no doubt the usability of Voyant combined with its flexibility and the visual impact of the planning charts, makes it a very powerful estate planning solution.”
Voyant first entered the UK market in June 2009 with the launch of the Voyant Adviser Suite, now one of the fastest growing adviser technology solutions for specialist financial planners.
